Filed February 7, 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 8-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.
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 | $12,616 | $87,540-85.6% | $75,781-83.4% | $125,391-89.9% |
| Participation rate | 53.3% | 80.2%-26.8pp | 75.8%-22.5pp | 83.2%-29.9pp |
| Annual return | 173.54% | 13.48%+160.1pp | 9.68%+163.9pp | 282.22%-108.7pp |
| Employer contribution / active EE | $1,032 | $3,930-73.7% | $3,323-68.9% | $4,866-78.8% |
| Participant deferral / active EE | $2,490 | $4,229-41.1% | $3,651-31.8% | $5,352-53.5% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |