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 | $78,550 | $60,989+28.8% | $60,874+29.0% | $66,914+17.4% |
| Participation rate | 32.2% | 74.5%-42.3pp | 73.1%-40.9pp | 69.8%-37.6pp |
| Annual return | -14.94% | -9.60%-5.3pp | 16.90%-31.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,786 | $3,615-22.9% | $3,817-27.0% | $4,237-34.2% |
| Admin fee / account holder | $15 | $338-95.4% | $3,224-99.5% | $593-97.4% |