Filed March 14, 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 | $77,062 | $98,750-22.0% | $149,696-48.5% | $79,858-3.5% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.6%+4.4pp |
| Annual return | 13.33% | 27.43%-14.1pp | 276.60%-263.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,421 | $3,216-24.7% | $4,644-47.9% | $2,471-2.0% |
| Participant deferral / active EE | $4,083 | $5,680-28.1% | $6,842-40.3% | $3,740+9.2% |
| Admin fee / account holder | $648 | $6,053-89.3% | $9,309-93.0% | $5,306-87.8% |