Filed November 5, 2021
Total covered: 4 employees
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,150 | $63,924-90.4% | $108,579-94.3% | $55,167-88.9% |
| Participation rate | 64.3% | 74.3%-10.0pp | 79.6%-15.2pp | 69.0%-4.6pp |
| Annual return | 19.43% | 15.31%+4.1pp | -51.70%+71.1pp | 169.23%-149.8pp |
| Employer contribution / active EE | $697 | $1,879-62.9% | $3,758-81.5% | $1,963-64.5% |
| Participant deferral / active EE | $1,812 | $3,067-40.9% | $4,311-58.0% | $3,054-40.7% |
| Admin fee / account holder | $100 | $618-83.8% | $7,645-98.7% | $504-80.1% |