Filed January 23, 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 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,029 | $67,411-86.6% | $91,001-90.1% | $70,131-87.1% |
| Participation rate | 92.1% | 71.4%+20.7pp | 75.6%+16.5pp | 69.5%+22.6pp |
| Annual return | 22.65% | -40.16%+62.8pp | 4.60%+18.0pp | 73.14%-50.5pp |
| Employer contribution / active EE | $1,980 | $1,786+10.8% | $2,456-19.4% | $2,342-15.5% |
| Participant deferral / active EE | $2,728 | $2,823-3.4% | $3,547-23.1% | $3,332-18.1% |
| Admin fee / account holder | $1,999 | $4,236-52.8% | $5,417-63.1% | $4,645-57.0% |