Filed December 11, 2019
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.
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 | $211,064 | $159,901+32.0% | $146,958+43.6% | $145,922+44.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 12.89% | 98.13%-85.2pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,179 | $5,286-77.7% | $4,933-76.1% | $4,660-74.7% |
| Participant deferral / active EE | $9,559 | $8,428+13.4% | $8,070+18.5% | $6,688+42.9% |
| Admin fee / account holder | $34,451 | $15,044+129.0% | $12,998+165.0% | $13,397+157.2% |