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.
Annual investment return 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 | $14,748 | $59,417-75.2% | $93,606-84.2% | $74,495-80.2% |
| Participation rate | 99.3% | 59.7%+39.6pp | 68.7%+30.6pp | 67.2%+32.1pp |
| Annual return | -9.84% | 81.83%-91.7pp | 133.20%-143.0pp | 1364.94%-1374.8pp |
| Employer contribution / active EE | $181 | $1,264-85.7% | $2,420-92.5% | $2,623-93.1% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $4 | $3,021-99.9% | $8,285-99.9% | $1,942-99.8% |