Filed March 31, 2022
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.
Employer 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 | $63,461 | $76,552-17.1% | $123,892-48.8% | $62,891+0.9% |
| Participation rate | 67.9% | 73.0%-5.1pp | 81.4%-13.6pp | 69.3%-1.4pp |
| Annual return | 3.03% | 18.68%-15.6pp | 47.52%-44.5pp | 20.14%-17.1pp |
| Employer contribution / active EE | $449 | $2,883-84.4% | $4,617-90.3% | $2,281-80.3% |
| Participant deferral / active EE | $4,024 | $4,840-16.9% | $5,984-32.8% | $3,203+25.6% |
| Admin fee / account holder | $1,679 | $4,826-65.2% | $8,357-79.9% | $4,296-60.9% |