Filed October 16, 2024 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,108 | $51,769-65.0% | $57,343-68.4% | $52,331-65.4% |
| Participation rate | 0.0% | 75.2%-75.2pp | 75.1%-75.1pp | 68.1%-68.1pp |
| Annual return | 1.28% | 2.43%-1.1pp | 24.39%-23.1pp | 4.54%-3.3pp |
| Employer contribution / active EE | $2,730 | $2,335+16.9% | $2,689+1.6% | $1,882+45.1% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |