Filed May 15, 2024
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,706 | $82,917+44.4% | $103,333+15.8% | $77,643+54.2% |
| Participation rate | 91.9% | 71.6%+20.4pp | 74.5%+17.4pp | 70.6%+21.3pp |
| Annual return | 596.76% | 19.13%+577.6pp | 24.88%+571.9pp | 31.24%+565.5pp |
| Employer contribution / active EE | $93 | $3,552-97.4% | $3,868-97.6% | $2,726-96.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |