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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,147 | $70,756+47.2% | $65,493+59.0% | $142,382-26.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.35% | 1754.89%-1744.5pp | 982.45%-972.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $5,385 | $2,881+86.9% | $2,574+109.2% | $4,299+25.2% |
| Participant deferral / active EE | $7,589 | $4,637+63.7% | $3,961+91.6% | $6,507+16.6% |
| Admin fee / account holder | $15 | $6,559-99.8% | $5,028-99.7% | $12,624-99.9% |