Filed December 13, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,307 | $52,467-59.4% | $57,179-62.7% | $55,167-61.4% |
| Participation rate | 55.2% | 75.8%-20.6pp | 75.3%-20.1pp | 69.0%-13.8pp |
| Annual return | 1.66% | 7.72%-6.1pp | 14.59%-12.9pp | 169.23%-167.6pp |
| Employer contribution / active EE | $1,311 | $2,477-47.1% | $2,682-51.1% | $1,963-33.2% |
| Participant deferral / active EE | $2,875 | $2,830+1.6% | $3,096-7.1% | $3,054-5.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |