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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,914 | $44,626-73.3% | $86,188-86.2% | $80,160-85.1% |
| Participation rate | 93.8% | 63.5%+30.2pp | 69.0%+24.8pp | 72.9%+20.8pp |
| Annual return | 2.14% | 19.61%-17.5pp | 1168.45%-1166.3pp | 40.38%-38.2pp |
| Employer contribution / active EE | $407 | $1,099-63.0% | $2,380-82.9% | $2,978-86.3% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,985-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $133-100.0% | $6,852-100.0% | $145-100.0% |