Filed October 24, 2016
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.
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 | $28,598 | $65,685-56.5% | $57,179-50.0% | $273,961-89.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.96% | 21.99%-17.0pp | 14.59%-9.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,306 | $3,279-29.7% | $2,682-14.0% | $4,869-52.6% |
| Participant deferral / active EE | $3,761 | $3,782-0.6% | $3,096+21.5% | $5,287-28.9% |
| Admin fee / account holder | $259 | $4,835-94.6% | $3,139-91.7% | $10,132-97.4% |