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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,083 | $74,706+28.6% | $75,696+26.9% | $79,386+21.0% |
| Participation rate | 34.9% | 75.3%-40.5pp | 74.8%-40.0pp | 70.7%-35.8pp |
| Annual return | 18.61% | 18.52%+0.1pp | 104.53%-85.9pp | 116.85%-98.2pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,218 | $3,533-8.9% | $3,821-15.8% | $4,046-20.5% |
| Admin fee / account holder | $12 | $374-96.9% | $3,619-99.7% | $626-98.1% |