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 | $89,068 | $81,632+9.1% | $70,449+26.4% | $158,922-44.0% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 12.33% | 208.40%-196.1pp | 109.03%-96.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $4,139 | $3,217+28.7% | $2,737+51.3% | $4,761-13.1% |
| Participant deferral / active EE | $4,091 | $4,554-10.2% | $3,709+10.3% | $5,982-31.6% |
| Admin fee / account holder | $212 | $6,193-96.6% | $3,845-94.5% | $11,246-98.1% |