Filed May 5, 2020
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 6-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 | $53,376 | $89,753-40.5% | $107,525-50.4% | $84,808-37.1% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 25.97% | 29.48%-3.5pp | 181.32%-155.3pp | 40.90%-14.9pp |
| Employer contribution / active EE | $1,691 | $3,113-45.7% | $3,754-54.9% | $2,631-35.7% |
| Participant deferral / active EE | $4,241 | $4,056+4.6% | $5,116-17.1% | $4,212+0.7% |
| Admin fee / account holder | $439 | $7,222-93.9% | $8,919-95.1% | $7,344-94.0% |