Filed May 20, 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.
See the 6-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 | $35,528 | $62,928-43.5% | $172,739-79.4% | $67,579-47.4% |
| Participation rate | 44.2% | 64.5%-20.2pp | 82.6%-38.4pp | 71.3%-27.1pp |
| Annual return | 20.97% | 30.36%-9.4pp | 802.84%-781.9pp | 378.56%-357.6pp |
| Employer contribution / active EE | $663 | $1,636-59.5% | $5,143-87.1% | $2,148-69.1% |
| Participant deferral / active EE | $1,030 | $2,145-52.0% | $5,198-80.2% | $3,539-70.9% |
| Admin fee / account holder | $25 | $167-85.0% | $13,954-99.8% | $142-82.4% |