Filed November 28, 2018
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 | $75,988 | $52,681+44.2% | $75,781+0.3% | $59,632+27.4% |
| Participation rate | 40.9% | 67.2%-26.3pp | 75.8%-34.9pp | 68.7%-27.8pp |
| Annual return | 11.31% | 2.95%+8.4pp | 9.68%+1.6pp | 2041.28%-2030.0pp |
| Employer contribution / active EE | $898 | $2,193-59.1% | $3,323-73.0% | $2,203-59.3% |
| Participant deferral / active EE | $3,180 | $2,591+22.7% | $3,651-12.9% | $3,192-0.4% |
| Admin fee / account holder | $964 | $3,610-73.3% | $5,299-81.8% | $4,297-77.6% |