Filed July 4, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,936 | $76,552-87.0% | $123,892-92.0% | $62,891-84.2% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 10.17% | 18.68%-8.5pp | 47.52%-37.3pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,118 | $2,883-61.2% | $4,617-75.8% | $2,281-51.0% |
| Participant deferral / active EE | $2,674 | $4,840-44.8% | $5,984-55.3% | $3,203-16.5% |
| Admin fee / account holder | $109 | $4,826-97.7% | $8,357-98.7% | $4,296-97.5% |