Filed April 17, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,581 | $109,359-12.6% | $162,163-41.1% | $72,985+31.0% |
| Participation rate | 55.2% | 84.3%-29.1pp | 87.6%-32.4pp | 69.5%-14.3pp |
| Annual return | 18.77% | 25.46%-6.7pp | 115.59%-96.8pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,357 | $3,907-65.3% | $5,614-75.8% | $2,440-44.4% |
| Participant deferral / active EE | $1,873 | $5,481-65.8% | $7,298-74.3% | $3,607-48.1% |
| Admin fee / account holder | $1,290 | $7,972-83.8% | $10,843-88.1% | $5,124-74.8% |