Filed May 10, 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 4-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.
Annual investment return 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 | $30,342 | $48,230-37.1% | $67,502-55.1% | $80,856-62.5% |
| Participation rate | 72.7% | 66.4%+6.4pp | 72.9%-0.1pp | 67.6%+5.1pp |
| Annual return | 8.10% | 18.28%-10.2pp | 3512.12%-3504.0pp | 35.59%-27.5pp |
| Employer contribution / active EE | $672 | $2,020-66.7% | $2,731-75.4% | $2,755-75.6% |
| Participant deferral / active EE | $1,833 | $2,924-37.3% | $4,000-54.2% | $4,296-57.3% |
| Admin fee / account holder | $222 | $3,681-94.0% | $3,998-94.5% | $6,918-96.8% |