Filed May 7, 2024
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 | $23,430 | $209,832-88.8% | $189,513-87.6% | $167,490-86.0% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 19.14% | 748.27%-729.1pp | 555.15%-536.0pp | 478.56%-459.4pp |
| Employer contribution / active EE | $2,027 | $6,914-70.7% | $6,162-67.1% | $4,837-58.1% |
| Participant deferral / active EE | $4,260 | $8,935-52.3% | $8,221-48.2% | $6,341-32.8% |
| Admin fee / account holder | $93 | $14,293-99.4% | $12,045-99.2% | $12,309-99.2% |