Filed August 28, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $7,103 | $189,613-96.3% | $167,512-95.8% | $142,382-95.0% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 26.78% | 2024.68%-1997.9pp | 1615.79%-1589.0pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,296 | $4,349-70.2% | $3,882-66.6% | $4,299-69.9% |
| Participant deferral / active EE | $1,693 | $6,981-75.7% | $6,405-73.6% | $6,507-74.0% |
| Admin fee / account holder | $517 | $10,528-95.1% | $9,769-94.7% | $12,624-95.9% |