Filed August 4, 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.
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 | $22,957 | $86,944-73.6% | $107,525-78.6% | $74,304-69.1% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 15.51% | 23.52%-8.0pp | 181.32%-165.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,785 | $2,757-35.3% | $3,754-52.4% | $2,241-20.4% |
| Participant deferral / active EE | $2,629 | $3,554-26.0% | $5,116-48.6% | $3,767-30.2% |
| Admin fee / account holder | $35 | $3,727-99.1% | $8,919-99.6% | $2,969-98.8% |