Filed March 12, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,877 | $49,173-35.2% | $121,098-73.7% | $75,163-57.6% |
| Participation rate | 47.6% | 55.4%-7.8pp | 69.5%-21.9pp | 67.2%-19.6pp |
| Annual return | 9.02% | 55.99%-47.0pp | 985.75%-976.7pp | 160.62%-151.6pp |
| Employer contribution / active EE | $1,195 | $1,546-22.7% | $4,164-71.3% | $2,670-55.2% |
| Participant deferral / active EE | $1,683 | $2,628-36.0% | $4,080-58.7% | $4,125-59.2% |
| Admin fee / account holder | $2,871 | $3,942-27.2% | $5,644-49.1% | $5,651-49.2% |