Filed February 22, 2023 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,688 | $59,263-90.4% | $96,562-94.1% | $79,386-92.8% |
| Participation rate | 94.0% | 61.9%+32.1pp | 69.8%+24.1pp | 70.7%+23.2pp |
| Annual return | 98.19% | 27.07%+71.1pp | 37.78%+60.4pp | 116.85%-18.7pp |
| Employer contribution / active EE | $116 | $1,216-90.4% | $2,356-95.1% | $2,427-95.2% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $658-99.9% | $6,181-100.0% | $626-99.9% |