Filed May 8, 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 | $138,667 | $94,338+47.0% | $100,534+37.9% | $142,382-2.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 18.07% | 29.20%-11.1pp | 32.66%-14.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $10,626 | $4,237+150.8% | $4,346+144.5% | $4,299+147.2% |
| Participant deferral / active EE | $9,678 | $5,934+63.1% | $6,144+57.5% | $6,507+48.7% |
| Admin fee / account holder | $17,559 | $8,421+108.5% | $7,654+129.4% | $12,624+39.1% |