Filed March 4, 2025 (most recent of 2 filings on file)
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.
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 | $49,468 | $51,769-4.4% | $57,343-13.7% | $52,331-5.5% |
| Participation rate | 39.9% | 75.2%-35.4pp | 75.1%-35.2pp | 68.1%-28.2pp |
| Annual return | 0.58% | 2.43%-1.8pp | 24.39%-23.8pp | 4.54%-4.0pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,909 | $2,794+4.1% | $3,162-8.0% | $3,022-3.7% |
| Admin fee / account holder | $11 | $295-96.4% | $3,356-99.7% | $592-98.2% |