Filed July 1, 2024
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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,552 | $39,973-93.6% | $79,550-96.8% | $77,904-96.7% |
| Participation rate | 74.8% | 64.6%+10.2pp | 69.5%+5.3pp | 73.7%+1.1pp |
| Annual return | -14.81% | 3.42%-18.2pp | 0.16%-15.0pp | 12.21%-27.0pp |
| Employer contribution / active EE | $577 | $1,088-47.0% | $2,413-76.1% | $2,848-79.7% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,985-100.0% | $4,806-100.0% |
| Admin fee / account holder | -$6 | $113-105.1% | $6,832-100.1% | $133-104.3% |