Filed January 17, 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 10-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,332 | $63,346+20.5% | $92,233-17.2% | $70,131+8.8% |
| Participation rate | 59.3% | 68.7%-9.4pp | 76.5%-17.2pp | 69.5%-10.3pp |
| Annual return | 14.66% | 530.12%-515.5pp | 176.28%-161.6pp | 73.14%-58.5pp |
| Employer contribution / active EE | $470 | $2,471-81.0% | $3,679-87.2% | $2,342-79.9% |
| Participant deferral / active EE | $2,800 | $2,854-1.9% | $3,897-28.2% | $3,332-16.0% |
| Admin fee / account holder | $51 | $3,840-98.7% | $5,194-99.0% | $4,645-98.9% |