Filed March 30, 2022 (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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,327 | $49,468-40.7% | $150,298-80.5% | $103,975-71.8% |
| Participation rate | 8.2% | 58.1%-49.9pp | 77.8%-69.6pp | 72.5%-64.3pp |
| Annual return | 15.49% | 38.98%-23.5pp | 62.79%-47.3pp | 19.41%-3.9pp |
| Employer contribution / active EE | $123 | $1,670-92.6% | $4,154-97.0% | $3,722-96.7% |
| Participant deferral / active EE | $281 | $2,650-89.4% | $5,453-94.9% | $5,343-94.7% |
| Admin fee / account holder | $3,344 | $385+769.5% | $14,116-76.3% | $332+906.0% |