Filed November 22, 2022
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,534 | $79,449-50.2% | $189,557-79.1% | $85,850-53.9% |
| Participation rate | 69.7% | 66.0%+3.7pp | 78.4%-8.7pp | 69.3%+0.4pp |
| Annual return | 18.19% | 18.45%-0.3pp | 64.17%-46.0pp | 318.53%-300.3pp |
| Employer contribution / active EE | $640 | $2,081-69.2% | $4,412-85.5% | $2,565-75.0% |
| Participant deferral / active EE | $5,036 | $4,051+24.3% | $6,174-18.4% | $3,952+27.4% |
| Admin fee / account holder | $136 | $5,377-97.5% | $9,807-98.6% | $6,260-97.8% |