Filed December 18, 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 5-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 | $26,478 | $80,717-67.2% | $154,803-82.9% | $84,808-68.8% |
| Participation rate | 63.6% | 66.8%-3.2pp | 78.1%-14.4pp | 68.3%-4.7pp |
| Annual return | 15.43% | 37.96%-22.5pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,128 | $2,761-22.9% | $4,305-50.6% | $2,631-19.1% |
| Participant deferral / active EE | $3,443 | $3,303+4.2% | $5,540-37.9% | $4,212-18.2% |
| Admin fee / account holder | $11,473 | $6,746+70.1% | $14,329-19.9% | $7,344+56.2% |