Filed April 15, 2024
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,754 | $111,535+132.0% | $105,223+145.9% | $137,256+88.5% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 17.66% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,220 | $3,939-18.3% | $3,689-12.7% | $4,156-22.5% |
| Participant deferral / active EE | $6,395 | $5,500+16.3% | $5,072+26.1% | $6,407-0.2% |
| Admin fee / account holder | $8 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |