Filed January 14, 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,412 | $77,813-91.8% | $123,544-94.8% | $64,186-90.0% |
| Participation rate | 33.8% | 74.7%-40.9pp | 82.3%-48.5pp | 69.6%-35.8pp |
| Annual return | 0.45% | 12.48%-12.0pp | 119.20%-118.7pp | 7.63%-7.2pp |
| Employer contribution / active EE | $759 | $3,014-74.8% | $4,628-83.6% | $2,381-68.1% |
| Participant deferral / active EE | $138 | $5,240-97.4% | $6,426-97.9% | $3,470-96.0% |
| Admin fee / account holder | $808 | $5,519-85.4% | $9,284-91.3% | $4,888-83.5% |