Filed September 30, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,880 | $81,460-54.7% | $103,333-64.3% | $80,856-54.4% |
| Participation rate | 11.6% | 66.8%-55.2pp | 74.5%-62.9pp | 67.6%-56.0pp |
| Annual return | 7.49% | 25.55%-18.1pp | 24.88%-17.4pp | 35.59%-28.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $720 | $3,869-81.4% | $5,057-85.8% | $4,296-83.2% |
| Admin fee / account holder | $13,353 | $6,566+103.4% | $8,355+59.8% | $6,918+93.0% |