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 | $82,879-86.5% | $96,576-88.4% | $67,986-83.5% |
| Participation rate | 90.8% | 75.2%+15.7pp | 81.4%+9.4pp | 57.2%+33.6pp |
| Annual return | 54.60% | 36.90%+17.7pp | 38.47%+16.1pp | 31.67%+22.9pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,054 | $6,976-56.2% | $7,956-61.6% | $3,358-9.0% |
| Admin fee / account holder | $69 | $2,783-97.5% | $11,381-99.4% | $3,203-97.8% |