Filed February 5, 2021
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 | $15,598 | $91,190-82.9% | $178,490-91.3% | $79,858-80.5% |
| Participation rate | 38.9% | 69.2%-30.3pp | 81.9%-43.0pp | 69.6%-30.7pp |
| Annual return | 22.74% | 24.19%-1.5pp | 151.07%-128.3pp | 31.71%-9.0pp |
| Employer contribution / active EE | $466 | $3,256-85.7% | $5,011-90.7% | $2,471-81.1% |
| Participant deferral / active EE | $2,065 | $3,236-36.2% | $5,202-60.3% | $3,740-44.8% |
| Admin fee / account holder | $692 | $6,751-89.8% | $13,984-95.1% | $5,306-87.0% |