Filed February 4, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,848 | $189,613-71.1% | $167,512-67.3% | $142,382-61.5% |
| Participation rate | 30.4% | 80.1%-49.7pp | 77.1%-46.6pp | 80.1%-49.7pp |
| Annual return | 14.28% | 2024.68%-2010.4pp | 1615.79%-1601.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,094 | $6,981-55.7% | $6,405-51.7% | $6,507-52.5% |
| Admin fee / account holder | $2,316 | $10,528-78.0% | $9,769-76.3% | $12,624-81.7% |