Filed April 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.
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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,824 | $77,813+228.8% | $123,544+107.1% | $64,186+298.6% |
| Participation rate | 13.2% | 74.7%-61.6pp | 82.3%-69.1pp | 69.6%-56.4pp |
| Annual return | -8.06% | 12.48%-20.5pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,366 | $3,014-54.7% | $4,628-70.5% | $2,381-42.6% |
| Participant deferral / active EE | $2,025 | $5,240-61.3% | $6,426-68.5% | $3,470-41.6% |
| Admin fee / account holder | $24,211 | $5,519+338.7% | $9,284+160.8% | $4,888+395.3% |