Filed August 29, 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.)
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 | $165,124 | $96,635+70.9% | $86,612+90.6% | $139,434+18.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.69% | 106.41%-82.7pp | 591.07%-567.4pp | 372.94%-349.3pp |
| Employer contribution / active EE | $4,972 | $3,263+52.4% | $3,022+64.5% | $4,751+4.7% |
| Participant deferral / active EE | $10,221 | $4,836+111.4% | $4,438+130.3% | $6,710+52.3% |
| Admin fee / account holder | $8,444 | $6,408+31.8% | $5,614+50.4% | $11,403-25.9% |