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 | $12,287 | $49,451-75.2% | $79,550-84.6% | $66,914-81.6% |
| Participation rate | 98.5% | 61.3%+37.2pp | 69.5%+29.0pp | 69.8%+28.7pp |
| Annual return | 96.13% | 84.25%+11.9pp | 0.16%+96.0pp | 1.58%+94.5pp |
| Employer contribution / active EE | $185 | $1,266-85.4% | $2,413-92.3% | $2,544-92.7% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |