Filed September 13, 2023 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,001 | $57,281+1.3% | $86,612-33.0% | $75,163-22.8% |
| Participation rate | 51.2% | 63.2%-12.0pp | 71.7%-20.5pp | 67.2%-16.0pp |
| Annual return | 16.24% | 2670.75%-2654.5pp | 591.07%-574.8pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,390 | $3,318+2.2% | $4,438-23.6% | $4,125-17.8% |
| Admin fee / account holder | $2,098 | $4,112-49.0% | $5,614-62.6% | $5,651-62.9% |