Filed September 25, 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 | $71,008 | $50,958+39.3% | $74,550-4.8% | $64,186+10.6% |
| Participation rate | 73.2% | 61.1%+12.1pp | 69.1%+4.0pp | 69.6%+3.6pp |
| Annual return | -6.31% | -1.86%-4.5pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,764 | $2,301+20.1% | $3,108-11.1% | $3,470-20.3% |
| Admin fee / account holder | $222 | $4,223-94.8% | $5,060-95.6% | $4,888-95.5% |