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 | $108,692 | $92,703+17.2% | $82,719+31.4% | $134,475-19.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.20% | 944.92%-964.1pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $7,897 | $3,274+141.2% | $3,009+162.5% | $4,740+66.6% |
| Participant deferral / active EE | $8,860 | $4,802+84.5% | $4,395+101.6% | $6,400+38.4% |
| Admin fee / account holder | $933 | $5,983-84.4% | $5,329-82.5% | $11,426-91.8% |