Filed February 4, 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.
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 | $26,310 | $53,162-50.5% | $91,220-71.2% | $68,494-61.6% |
| Participation rate | 64.9% | 63.2%+1.7pp | 73.2%-8.3pp | 67.9%-3.0pp |
| Annual return | -17.01% | -3.14%-13.9pp | 114.01%-131.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,557 | $2,974+53.3% | $4,234+7.6% | $4,027+13.2% |
| Admin fee / account holder | $1,234 | $4,493-72.5% | $5,420-77.2% | $5,403-77.2% |