Filed February 5, 2021
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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,174 | $76,000-87.9% | $154,107-94.0% | $64,186-85.7% |
| Participation rate | 45.2% | 70.4%-25.3pp | 83.0%-37.9pp | 69.6%-24.4pp |
| Annual return | -13.66% | 30.32%-44.0pp | 735.12%-748.8pp | 7.63%-21.3pp |
| Employer contribution / active EE | $494 | $3,351-85.2% | $5,298-90.7% | $2,381-79.2% |
| Participant deferral / active EE | $1,717 | $3,175-45.9% | $5,081-66.2% | $3,470-50.5% |
| Admin fee / account holder | $92 | $5,596-98.4% | $13,411-99.3% | $4,888-98.1% |