Filed July 19, 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 | $38,837 | $56,897-31.7% | $84,750-54.2% | $62,891-38.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.02% | 6.30%+2.7pp | 22.78%-13.8pp | 20.14%-11.1pp |
| Employer contribution / active EE | $3,446 | $2,400+43.6% | $3,574-3.6% | $2,281+51.1% |
| Participant deferral / active EE | $4,823 | $2,709+78.0% | $3,712+29.9% | $3,203+50.6% |
| Admin fee / account holder | $2,354 | $3,581-34.3% | $5,332-55.9% | $4,296-45.2% |