Filed February 6, 2019
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 | $249,610 | $137,414+81.6% | $189,513+31.7% | $85,850+190.8% |
| Participation rate | 95.0% | 84.6%+10.4pp | 87.8%+7.2pp | 69.3%+25.7pp |
| Annual return | 14.86% | 38.14%-23.3pp | 555.15%-540.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $6,838 | $4,344+57.4% | $6,162+11.0% | $2,565+166.6% |
| Participant deferral / active EE | $12,616 | $6,260+101.5% | $8,221+53.5% | $3,952+219.3% |
| Admin fee / account holder | $12,983 | $8,630+50.5% | $12,045+7.8% | $6,260+107.4% |