Filed July 2, 2021 (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.
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 | $14,603 | $86,286-83.1% | $111,297-86.9% | $85,850-83.0% |
| Participation rate | 83.3% | 73.3%+10.0pp | 77.3%+6.0pp | 69.3%+14.0pp |
| Annual return | 16.41% | 19.99%-3.6pp | 54.65%-38.2pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,364 | $2,043-33.2% | $2,731-50.0% | $2,565-46.8% |
| Participant deferral / active EE | $2,936 | $3,641-19.3% | $4,487-34.6% | $3,952-25.7% |
| Admin fee / account holder | $90 | $8,188-98.9% | $7,964-98.9% | $6,260-98.6% |