Filed March 23, 2022 (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 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.
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 | $26,239 | $46,722-43.8% | $130,648-79.9% | $65,185-59.7% |
| Participation rate | 60.6% | 60.9%-0.3pp | 71.7%-11.1pp | 70.2%-9.6pp |
| Annual return | 113.77% | 24.17%+89.6pp | 1708.96%-1595.2pp | 29.38%+84.4pp |
| Employer contribution / active EE | $1,220 | $1,488-18.0% | $4,092-70.2% | $2,177-44.0% |
| Participant deferral / active EE | $1,273 | $2,545-50.0% | $3,603-64.7% | $3,514-63.8% |
| Admin fee / account holder | $88 | $453-80.6% | $5,464-98.4% | $847-89.6% |