Filed December 6, 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 | $39,369 | $99,341-60.4% | $84,750-53.5% | $273,961-85.6% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 8.77% | 22.93%-14.2pp | 22.78%-14.0pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,631 | $4,214-37.6% | $3,574-26.4% | $4,869-46.0% |
| Participant deferral / active EE | $6,161 | $4,269+44.3% | $3,712+66.0% | $5,287+16.5% |
| Admin fee / account holder | $5,566 | $6,644-16.2% | $5,332+4.4% | $10,132-45.1% |