Filed May 14, 2021 (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 5-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.
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 | $44,962 | $112,772-60.1% | $57,343-21.6% | $59,188-24.0% |
| Participation rate | 9.5% | 71.3%-61.8pp | 75.1%-65.6pp | 69.4%-59.9pp |
| Annual return | 2.48% | 0.85%+1.6pp | 24.39%-21.9pp | 5.51%-3.0pp |
| Employer contribution / active EE | $0 | $3,400-100.0% | $2,689-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $339 | $3,010-88.7% | $3,162-89.3% | $3,265-89.6% |
| Admin fee / account holder | $4 | $144-97.3% | $3,356-99.9% | $92-95.8% |