Filed May 28, 2019 (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.
Annual investment return 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 | $29,870 | $76,000-60.7% | $154,107-80.6% | $64,186-53.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -10.86% | 30.32%-41.2pp | 735.12%-746.0pp | 7.63%-18.5pp |
| Employer contribution / active EE | $3,225 | $3,351-3.8% | $5,298-39.1% | $2,381+35.5% |
| Participant deferral / active EE | $7,605 | $3,175+139.5% | $5,081+49.7% | $3,470+119.2% |
| Admin fee / account holder | $118 | $5,596-97.9% | $13,411-99.1% | $4,888-97.6% |