Filed December 17, 2024
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 4-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.
Employer contribution per participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,219 | $88,634-87.3% | $101,326-88.9% | $74,304-84.9% |
| Participation rate | 90.8% | 76.9%+14.0pp | 81.5%+9.3pp | 60.3%+30.5pp |
| Annual return | 54.60% | 33.10%+21.5pp | 36.82%+17.8pp | 29.43%+25.2pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,054 | $7,322-58.3% | $7,994-61.8% | $3,767-18.9% |
| Admin fee / account holder | $69 | $2,425-97.1% | $11,185-99.4% | $2,969-97.7% |