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 | $21,566 | $80,968-73.4% | $96,544-77.7% | $75,163-71.3% |
| Participation rate | 88.5% | 71.8%+16.7pp | 76.0%+12.5pp | 67.2%+21.3pp |
| Annual return | 21.88% | 27.06%-5.2pp | 25.84%-4.0pp | 160.62%-138.7pp |
| Employer contribution / active EE | $1,896 | $2,282-16.9% | $2,965-36.1% | $2,670-29.0% |
| Participant deferral / active EE | $3,523 | $3,928-10.3% | $4,851-27.4% | $4,125-14.6% |
| Admin fee / account holder | $86 | $6,724-98.7% | $8,252-99.0% | $5,651-98.5% |