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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,649 | $69,207+45.4% | $64,056+57.1% | $139,434-27.8% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 10.48% | 45.88%-35.4pp | 33.69%-23.2pp | 372.94%-362.5pp |
| Employer contribution / active EE | $4,389 | $3,182+37.9% | $2,747+59.8% | $4,751-7.6% |
| Participant deferral / active EE | $5,498 | $4,682+17.4% | $3,880+41.7% | $6,710-18.1% |
| Admin fee / account holder | $330 | $4,244-92.2% | $3,068-89.3% | $11,403-97.1% |