Filed December 21, 2023
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,500 | $77,634-98.1% | $156,549-99.0% | $62,891-97.6% |
| Participation rate | 78.2% | 71.2%+7.0pp | 84.0%-5.9pp | 69.3%+8.9pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $454 | $3,444-86.8% | $5,501-91.7% | $2,281-80.1% |
| Participant deferral / active EE | $662 | $3,045-78.2% | $4,871-86.4% | $3,203-79.3% |
| Admin fee / account holder | $13 | $5,561-99.8% | $13,027-99.9% | $4,296-99.7% |