Filed May 25, 2022
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,002 | $57,921-44.7% | $84,750-62.2% | $57,658-44.5% |
| Participation rate | 38.2% | 72.9%-34.8pp | 76.6%-38.4pp | 70.2%-32.1pp |
| Annual return | 10.52% | 10.24%+0.3pp | 22.78%-12.3pp | 5.13%+5.4pp |
| Employer contribution / active EE | $874 | $2,598-66.4% | $3,574-75.6% | $1,974-55.7% |
| Participant deferral / active EE | $1,963 | $2,742-28.4% | $3,712-47.1% | $3,061-35.9% |
| Admin fee / account holder | $26 | $130-80.3% | $5,332-99.5% | $95-73.0% |