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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,823,092 | $125,758+2940.0% | $169,993+2149.0% | $75,163+4986.4% |
| Participation rate | 3.2% | 83.6%-80.4pp | 87.0%-83.8pp | 67.2%-64.0pp |
| Annual return | 22.24% | 27.20%-5.0pp | 53.37%-31.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,914 | $4,615-58.5% | $6,785-71.8% | $2,670-28.3% |
| Participant deferral / active EE | $2,344 | $6,837-65.7% | $10,408-77.5% | $4,125-43.2% |
| Admin fee / account holder | $32,500 | $8,173+297.6% | $12,815+153.6% | $5,651+475.1% |