Filed February 26, 2020
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 9-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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,281 | $67,411-89.2% | $91,001-92.0% | $70,131-89.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 19.92% | -40.16%+60.1pp | 4.60%+15.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,939 | $1,786+8.6% | $2,456-21.0% | $2,342-17.2% |
| Participant deferral / active EE | $2,580 | $2,823-8.6% | $3,547-27.3% | $3,332-22.6% |
| Admin fee / account holder | $117 | $4,236-97.2% | $5,417-97.8% | $4,645-97.5% |