Filed December 16, 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 7-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 | $7,243 | $115,770-93.7% | $101,248-92.8% | $158,922-95.4% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 29.37% | 56.14%-26.8pp | 46.47%-17.1pp | 302.83%-273.5pp |
| Employer contribution / active EE | $1,439 | $4,175-65.5% | $3,660-60.7% | $4,761-69.8% |
| Participant deferral / active EE | $2,272 | $4,957-54.2% | $4,370-48.0% | $5,982-62.0% |
| Admin fee / account holder | $110 | $7,245-98.5% | $5,945-98.2% | $11,246-99.0% |