Filed August 31, 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 | $154,481 | $88,751+74.1% | $81,812+88.8% | $145,922+5.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.49% | 1025.40%-1009.9pp | 773.79%-758.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,973 | $3,083+61.3% | $2,912+70.8% | $4,660+6.7% |
| Participant deferral / active EE | $9,363 | $4,643+101.7% | $4,319+116.8% | $6,688+40.0% |
| Admin fee / account holder | $4,022 | $8,415-52.2% | $7,386-45.5% | $13,397-70.0% |