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 | $138,713 | $176,377-21.4% | $134,143+3.4% | $158,922-12.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.93% | 63.63%-51.7pp | 36.33%-24.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $12,897 | $5,040+155.9% | $3,704+248.2% | $4,761+170.9% |
| Participant deferral / active EE | $3,310 | $4,091-19.1% | $3,499-5.4% | $5,982-44.7% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |