Filed January 22, 2024 (most recent of 2 filings on file)
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 10-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.
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 | $80,963 | $123,793-34.6% | $177,821-54.5% | $79,858+1.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 87.7%-0.2pp | 69.6%+17.9pp |
| Annual return | 20.79% | 22.82%-2.0pp | 48.32%-27.5pp | 31.71%-10.9pp |
| Employer contribution / active EE | $626 | $4,095-84.7% | $5,918-89.4% | $2,471-74.7% |
| Participant deferral / active EE | $7,934 | $5,956+33.2% | $7,714+2.8% | $3,740+112.1% |
| Admin fee / account holder | $171 | $7,243-97.6% | $12,427-98.6% | $5,306-96.8% |