Filed February 16, 2018 (most recent of 2 filings on file)
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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,602 | $71,192-93.5% | $117,854-96.1% | $62,292-92.6% |
| Participation rate | 54.4% | 74.2%-19.9pp | 79.7%-25.3pp | 69.5%-15.1pp |
| Annual return | 208.35% | 18.66%+189.7pp | 335.08%-126.7pp | 28.90%+179.5pp |
| Employer contribution / active EE | $567 | $1,934-70.7% | $3,786-85.0% | $2,042-72.2% |
| Participant deferral / active EE | $1,715 | $3,189-46.2% | $4,482-61.7% | $3,169-45.9% |
| Admin fee / account holder | $140 | $587-76.2% | $8,020-98.3% | $479-70.9% |