Filed January 27, 2025 (most recent of 4 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $16,275 | $31,810-48.8% | $64,105-74.6% | $59,188-72.5% |
| Participation rate | 94.3% | 57.7%+36.6pp | 68.2%+26.1pp | 69.4%+24.9pp |
| Annual return | 9.21% | 9.41%-0.2pp | 791.24%-782.0pp | 5.51%+3.7pp |
| Employer contribution / active EE | $0 | $659-100.0% | $1,820-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $1,582-100.0% | $2,822-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $57-100.0% | $4,499-100.0% | $92-100.0% |