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.
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 | $82,411 | $65,322+26.2% | $70,449+17.0% | $73,488+12.1% |
| Participation rate | 36.6% | 77.0%-40.3pp | 75.1%-38.4pp | 70.7%-34.0pp |
| Annual return | 16.93% | 15.71%+1.2pp | 109.03%-92.1pp | 28.51%-11.6pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,943 | $3,375-12.8% | $3,709-20.6% | $3,740-21.3% |
| Admin fee / account holder | $14 | $214-93.3% | $3,845-99.6% | $513-97.2% |