Filed May 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,706 | $76,552-69.0% | $123,892-80.9% | $62,891-62.3% |
| Participation rate | 64.4% | 73.0%-8.5pp | 81.4%-17.0pp | 69.3%-4.9pp |
| Annual return | 5.01% | 18.68%-13.7pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,500 | $4,840-48.3% | $5,984-58.2% | $3,203-21.9% |
| Admin fee / account holder | $133 | $4,826-97.2% | $8,357-98.4% | $4,296-96.9% |