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 | $79,496 | $202,432-60.7% | $169,368-53.1% | $139,434-43.0% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 22.10% | 531.74%-509.6pp | 405.60%-383.5pp | 372.94%-350.8pp |
| Employer contribution / active EE | $3,077 | $4,692-34.4% | $4,013-23.3% | $4,751-35.2% |
| Participant deferral / active EE | $6,243 | $6,938-10.0% | $6,221+0.3% | $6,710-7.0% |
| Admin fee / account holder | $3,562 | $10,708-66.7% | $9,003-60.4% | $11,403-68.8% |