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 | $56,159 | $69,518-19.2% | $59,878-6.2% | $135,375-58.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -3.85% | 7.94%-11.8pp | 3.46%-7.3pp | 519.73%-523.6pp |
| Employer contribution / active EE | $3,842 | $3,235+18.8% | $2,722+41.2% | $4,779-19.6% |
| Participant deferral / active EE | $3,821 | $4,206-9.1% | $3,402+12.3% | $5,609-31.9% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |