Filed August 13, 1
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 3-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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,726 | $77,314-95.2% | $177,989-97.9% | $80,856-95.4% |
| Participation rate | 66.7% | 65.7%+1.0pp | 77.1%-10.4pp | 67.6%-1.0pp |
| Annual return | 1062.27% | 18.09%+1044.2pp | 294.48%+767.8pp | 35.59%+1026.7pp |
| Employer contribution / active EE | $568 | $2,292-75.2% | $3,949-85.6% | $2,755-79.4% |
| Participant deferral / active EE | $953 | $4,411-78.4% | $6,276-84.8% | $4,296-77.8% |
| Admin fee / account holder | $317 | $7,191-95.6% | $10,363-96.9% | $6,918-95.4% |