Filed February 5, 2021 (most recent of 5 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.
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.)
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 | $41,661 | $79,523-47.6% | $140,016-70.2% | $56,287-26.0% |
| Participation rate | 70.9% | 85.7%-14.8pp | 87.5%-16.6pp | 69.9%+1.0pp |
| Annual return | -5.24% | 2.39%-7.6pp | 651.12%-656.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,528 | $3,350-54.4% | $5,606-72.7% | $2,111-27.6% |
| Participant deferral / active EE | $2,721 | $5,129-46.9% | $6,927-60.7% | $3,350-18.8% |
| Admin fee / account holder | $4,251 | $614+592.0% | $10,705-60.3% | $521+716.0% |