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 | $288,063 | $148,978+93.4% | $200,582+43.6% | $84,808+239.7% |
| Participation rate | 63.9% | 84.2%-20.3pp | 86.9%-23.0pp | 68.3%-4.4pp |
| Annual return | 17.08% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,955 | $4,815-59.4% | $6,419-69.5% | $2,631-25.7% |
| Participant deferral / active EE | $2,762 | $7,142-61.3% | $9,331-70.4% | $4,212-34.4% |
| Admin fee / account holder | $33,844 | $13,977+142.1% | $16,305+107.6% | $7,344+360.9% |