Filed June 28, 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 8-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.
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 | $14,193 | $72,277-80.4% | $101,248-86.0% | $79,858-82.2% |
| Participation rate | 95.7% | 68.5%+27.2pp | 75.8%+19.8pp | 69.6%+26.0pp |
| Annual return | 29.41% | 22.30%+7.1pp | 46.47%-17.1pp | 31.71%-2.3pp |
| Employer contribution / active EE | $4,837 | $2,692+79.7% | $3,660+32.2% | $2,471+95.8% |
| Participant deferral / active EE | $2,340 | $3,282-28.7% | $4,370-46.5% | $3,740-37.4% |
| Admin fee / account holder | $240 | $4,400-94.5% | $5,945-96.0% | $5,306-95.5% |