Filed March 19, 2025
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,793 | $37,117-65.5% | $147,614-91.3% | $55,191-76.8% |
| Participation rate | 41.3% | 63.6%-22.3pp | 84.6%-43.4pp | 69.2%-27.9pp |
| Annual return | 0.29% | 3.44%-3.1pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $169 | $1,620-89.6% | $5,564-97.0% | $1,899-91.1% |
| Participant deferral / active EE | $1,180 | $1,985-40.6% | $4,895-75.9% | $3,046-61.3% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |