Filed January 6, 2025 (most recent of 2 filings on file)
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,385 | $37,884-67.3% | $79,464-84.4% | $75,289-83.5% |
| Participation rate | 54.9% | 65.0%-10.1pp | 73.3%-18.5pp | 72.4%-17.5pp |
| Annual return | 8.49% | 1.06%+7.4pp | 718.14%-709.7pp | -0.04%+8.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,800-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,268 | $2,569-50.7% | $3,704-65.8% | $3,739-66.1% |
| Admin fee / account holder | $0 | $77-99.8% | $5,113-100.0% | $102-99.8% |