Filed May 14, 2020
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 | $20,576 | $80,753-74.5% | $136,294-84.9% | $62,292-67.0% |
| Participation rate | 95.1% | 73.5%+21.6pp | 81.9%+13.2pp | 69.5%+25.6pp |
| Annual return | 20.80% | 35.83%-15.0pp | 5155.94%-5135.1pp | 28.90%-8.1pp |
| Employer contribution / active EE | $2,355 | $2,884-18.3% | $4,695-49.8% | $2,042+15.3% |
| Participant deferral / active EE | $4,022 | $5,164-22.1% | $6,247-35.6% | $3,169+26.9% |
| Admin fee / account holder | $7 | $525-98.8% | $9,243-99.9% | $479-98.6% |