Filed September 6, 2023
Total covered: 58 employees
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,487 | $81,460-98.2% | $103,333-98.6% | $80,856-98.2% |
| Participation rate | 88.0% | 66.8%+21.2pp | 74.5%+13.5pp | 67.6%+20.4pp |
| Annual return | 24.76% | 25.55%-0.8pp | 24.88%-0.1pp | 35.59%-10.8pp |
| Employer contribution / active EE | $1,365 | $3,105-56.0% | $3,868-64.7% | $2,755-50.4% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $263 | $6,566-96.0% | $8,355-96.9% | $6,918-96.2% |