Filed November 17, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,645 | $201,272-82.8% | $184,203-81.2% | $145,922-76.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 25.83% | 29.00%-3.2pp | 28.81%-3.0pp | 561.29%-535.5pp |
| Employer contribution / active EE | $4,097 | $7,022-41.7% | $6,427-36.3% | $4,660-12.1% |
| Participant deferral / active EE | $5,121 | $9,806-47.8% | $9,131-43.9% | $6,688-23.4% |
| Admin fee / account holder | $239 | $16,364-98.5% | $13,901-98.3% | $13,397-98.2% |