Filed April 24, 2019
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 | $96,980 | $189,613-48.9% | $167,512-42.1% | $142,382-31.9% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 16.89% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,028 | $4,349-30.4% | $3,882-22.0% | $4,299-29.6% |
| Participant deferral / active EE | $5,936 | $6,981-15.0% | $6,405-7.3% | $6,507-8.8% |
| Admin fee / account holder | $1,204 | $10,528-88.6% | $9,769-87.7% | $12,624-90.5% |