Filed March 27, 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 | $230,122 | $94,752+142.9% | $112,887+103.9% | $139,434+65.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.53% | 40.88%-24.3pp | 34.10%-17.6pp | 372.94%-356.4pp |
| Employer contribution / active EE | $7,724 | $4,625+67.0% | $4,563+69.2% | $4,751+62.6% |
| Participant deferral / active EE | $12,412 | $6,512+90.6% | $6,513+90.6% | $6,710+85.0% |
| Admin fee / account holder | $17,953 | $8,527+110.5% | $7,047+154.7% | $11,403+57.4% |