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 | $57,628 | $55,002+4.8% | $59,878-3.8% | $56,287+2.4% |
| Participation rate | 35.8% | 75.9%-40.2pp | 74.7%-38.9pp | 69.9%-34.1pp |
| Annual return | -4.91% | 1.13%-6.0pp | 3.46%-8.4pp | -9.96%+5.1pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,402 | $3,121+9.0% | $3,4020% | $3,350+1.6% |
| Admin fee / account holder | $13 | $236-94.4% | $3,590-99.6% | $521-97.5% |