Filed February 7, 2024
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 4-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 | $16,114 | $71,883-77.6% | $86,677-81.4% | $68,494-76.5% |
| Participation rate | 82.8% | 72.2%+10.5pp | 76.6%+6.2pp | 67.9%+14.9pp |
| Annual return | -22.75% | 3.52%-26.3pp | 35.91%-58.7pp | -7.84%-14.9pp |
| Employer contribution / active EE | $1,606 | $2,173-26.1% | $2,836-43.4% | $2,596-38.1% |
| Participant deferral / active EE | $3,044 | $3,779-19.5% | $4,656-34.6% | $4,027-24.4% |
| Admin fee / account holder | $17 | $6,112-99.7% | $7,493-99.8% | $5,403-99.7% |