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 | $84,458 | $63,114+33.8% | $92,893-9.1% | $65,185+29.6% |
| Participation rate | 39.8% | 68.8%-29.0pp | 76.0%-36.2pp | 70.2%-30.4pp |
| Annual return | 26.24% | 28.75%-2.5pp | 109.41%-83.2pp | 29.38%-3.1pp |
| Employer contribution / active EE | $1,245 | $2,571-51.6% | $3,653-65.9% | $2,177-42.8% |
| Participant deferral / active EE | $2,669 | $3,108-14.1% | $4,236-37.0% | $3,514-24.0% |
| Admin fee / account holder | $1,130 | $624+81.2% | $5,794-80.5% | $847+33.4% |