Filed October 1, 2021 (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 | $31,815 | $70,083-54.6% | $59,878-46.9% | $55,725-42.9% |
| Participation rate | 23.7% | 78.4%-54.6pp | 74.7%-51.0pp | 70.9%-47.1pp |
| Annual return | -2.97% | 3.13%-6.1pp | 3.46%-6.4pp | 244.93%-247.9pp |
| Employer contribution / active EE | $2,652 | $2,878-7.9% | $2,722-2.6% | $2,078+27.6% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |