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 | $78,812 | $72,277+9.0% | $101,248-22.2% | $79,858-1.3% |
| Participation rate | 46.9% | 68.5%-21.6pp | 75.8%-28.9pp | 69.6%-22.8pp |
| Annual return | 20.32% | 22.30%-2.0pp | 46.47%-26.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,416 | $2,692-47.4% | $3,660-61.3% | $2,471-42.7% |
| Participant deferral / active EE | $3,160 | $3,282-3.7% | $4,370-27.7% | $3,740-15.5% |
| Admin fee / account holder | $23,726 | $4,400+439.2% | $5,945+299.1% | $5,306+347.1% |