Filed January 22, 2020
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 4-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,118 | $148,534-95.2% | $135,903-94.8% | $139,434-94.9% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 39.57% | 79.19%-39.6pp | 68.23%-28.7pp | 372.94%-333.4pp |
| Employer contribution / active EE | $1,323 | $5,243-74.8% | $4,856-72.8% | $4,751-72.2% |
| Participant deferral / active EE | $3,363 | $8,100-58.5% | $7,758-56.7% | $6,710-49.9% |
| Admin fee / account holder | $714 | $12,400-94.2% | $10,762-93.4% | $11,403-93.7% |