Filed July 3, 2018
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 | $102,984 | $100,852+2.1% | $90,404+13.9% | $158,922-35.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.08% | 1724.20%-1707.1pp | 1293.02%-1275.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $7,338 | $3,689+98.9% | $3,262+124.9% | $4,761+54.1% |
| Participant deferral / active EE | $7,687 | $4,348+76.8% | $3,963+93.9% | $5,982+28.5% |
| Admin fee / account holder | $788 | $6,501-87.9% | $5,611-86.0% | $11,246-93.0% |