Filed January 9, 2018
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 | $173,936 | $109,881+58.3% | $150,045+15.9% | $84,808+105.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.19% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $7,152 | $3,561+100.8% | $4,693+52.4% | $2,631+171.8% |
| Participant deferral / active EE | $14,803 | $6,636+123.1% | $7,997+85.1% | $4,212+251.5% |
| Admin fee / account holder | $8,053 | $8,568-6.0% | $13,435-40.1% | $7,344+9.7% |