Filed August 6, 2019
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.
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 | $49,294 | $99,341-50.4% | $84,750-41.8% | $273,961-82.0% |
| Participation rate | 78.9% | 80.7%-1.7pp | 76.6%+2.4pp | 83.0%-4.1pp |
| Annual return | 4.97% | 22.93%-18.0pp | 22.78%-17.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,307 | $4,214-69.0% | $3,574-63.4% | $4,869-73.2% |
| Participant deferral / active EE | $3,307 | $4,269-22.6% | $3,712-10.9% | $5,287-37.5% |
| Admin fee / account holder | $44 | $6,644-99.3% | $5,332-99.2% | $10,132-99.6% |