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 | $26,710 | $86,929-69.3% | $102,423-73.9% | $80,856-67.0% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.6%+19.9pp |
| Annual return | 14.97% | 18.88%-3.9pp | 29.32%-14.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,646 | $2,369-30.5% | $3,023-45.6% | $2,755-40.2% |
| Participant deferral / active EE | $3,014 | $4,118-26.8% | $5,053-40.4% | $4,296-29.8% |
| Admin fee / account holder | $3 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |