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 5-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 | $27,792 | $37,134-25.2% | $100,671-72.4% | $52,331-46.9% |
| Participation rate | 24.2% | 57.7%-33.5pp | 70.7%-46.5pp | 68.1%-43.9pp |
| Annual return | 23.19% | 0.10%+23.1pp | 20.43%+2.8pp | 4.54%+18.6pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,172 | $2,163-45.8% | $3,144-62.7% | $3,022-61.2% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |