Filed January 15, 2024
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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,976 | $61,052-64.0% | $142,863-84.6% | $79,386-72.3% |
| Participation rate | 89.5% | 60.1%+29.4pp | 71.9%+17.5pp | 70.7%+18.8pp |
| Annual return | 13.58% | 16.02%-2.4pp | 5637.54%-5624.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,873 | $1,481+26.5% | $4,144-54.8% | $2,427-22.8% |
| Participant deferral / active EE | $2,305 | $2,879-19.9% | $3,837-39.9% | $4,046-43.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,560-100.0% | $626-99.9% |