Filed May 8, 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 | $91,582 | $114,237-19.8% | $119,258-23.2% | $167,490-45.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 14.12% | 29.87%-15.7pp | 30.69%-16.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $9,851 | $4,481+119.8% | $4,384+124.7% | $4,837+103.6% |
| Participant deferral / active EE | $8,759 | $6,084+44.0% | $6,111+43.3% | $6,341+38.1% |
| Admin fee / account holder | $195 | $8,932-97.8% | $7,226-97.3% | $12,309-98.4% |