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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,940 | $169,032-20.8% | $129,207+3.7% | $145,922-8.2% |
| Participation rate | 82.4% | 76.4%+5.9pp | 69.6%+12.7pp | 80.3%+2.1pp |
| Annual return | 1.42% | 14330.11%-14328.7pp | 9417.33%-9415.9pp | 561.29%-559.9pp |
| Employer contribution / active EE | $661 | $5,537-88.1% | $4,153-84.1% | $4,660-85.8% |
| Participant deferral / active EE | $1,598 | $4,987-68.0% | $4,168-61.7% | $6,688-76.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |