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 | $21,558 | $185,822-88.4% | $169,993-87.3% | $139,434-84.5% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.8pp | 80.3%+13.4pp |
| Annual return | 18.88% | 60.50%-41.6pp | 53.37%-34.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,733 | $7,590-77.2% | $6,785-74.5% | $4,751-63.5% |
| Participant deferral / active EE | $4,172 | $11,622-64.1% | $10,408-59.9% | $6,710-37.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |