Filed July 7, 2016
Total covered: 2 employees
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,455 | $48,795+11.6% | $65,493-16.9% | $84,808-35.8% |
| Participation rate | 73.6% | 67.0%+6.6pp | 73.1%+0.5pp | 68.3%+5.3pp |
| Annual return | 12.15% | 20.20%-8.0pp | 982.45%-970.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,464 | $1,930+27.7% | $2,574-4.3% | $2,631-6.4% |
| Participant deferral / active EE | $4,418 | $2,928+50.8% | $3,961+11.5% | $4,212+4.9% |
| Admin fee / account holder | $8,496 | $3,877+119.1% | $5,028+69.0% | $7,344+15.7% |