Filed February 13, 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 4-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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,287 | $64,119-77.7% | $112,228-87.3% | $66,914-78.6% |
| Participation rate | 98.0% | 68.5%+29.6pp | 75.1%+23.0pp | 69.8%+28.2pp |
| Annual return | -43.82% | -13.81%-30.0pp | 27.45%-71.3pp | 1.58%-45.4pp |
| Employer contribution / active EE | $10,038 | $3,005+234.0% | $3,635+176.2% | $2,544+294.5% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |