Filed January 4, 2022 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $159,505 | $158,817+0.4% | $121,196+31.6% | $135,375+17.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 18.50% | -0.64%+19.1pp | 16.93%+1.6pp | 519.73%-501.2pp |
| Employer contribution / active EE | $2,123 | $5,665-62.5% | $4,022-47.2% | $4,779-55.6% |
| Participant deferral / active EE | $7,915 | $4,005+97.6% | $3,344+136.7% | $5,609+41.1% |
| Admin fee / account holder | $179 | $6,512-97.3% | $5,019-96.4% | $10,827-98.3% |