Filed January 13, 2022
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,505 | $127,386-91.8% | $115,037-90.9% | $125,391-91.6% |
| Participation rate | 85.0% | 84.2%+0.8pp | 81.4%+3.6pp | 83.2%+1.8pp |
| Annual return | -10.65% | 31.28%-41.9pp | 26.14%-36.8pp | 282.22%-292.9pp |
| Employer contribution / active EE | $1,768 | $5,166-65.8% | $4,608-61.6% | $4,866-63.7% |
| Participant deferral / active EE | $6,042 | $6,423-5.9% | $6,026+0.3% | $5,352+12.9% |
| Admin fee / account holder | $19 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |