Filed December 21, 2023
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,390 | $43,423+4.5% | $78,689-42.3% | $55,167-17.7% |
| Participation rate | 81.8% | 68.0%+13.7pp | 73.6%+8.2pp | 69.0%+12.8pp |
| Annual return | -27.11% | 11.53%-38.6pp | 62.18%-89.3pp | 169.23%-196.3pp |
| Employer contribution / active EE | $6,346 | $1,997+217.8% | $2,851+122.6% | $1,963+223.4% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |