Filed June 27, 2017
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 | $50,441 | $73,515-31.4% | $62,995-19.9% | $147,584-65.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 10.57% | 175.43%-164.9pp | 87.57%-77.0pp | 578.55%-568.0pp |
| Employer contribution / active EE | $3,703 | $3,320+11.5% | $2,759+34.2% | $4,876-24.1% |
| Participant deferral / active EE | $3,386 | $4,185-19.1% | $3,329+1.7% | $5,439-37.7% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |