Filed December 20, 2016
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 | $19,636 | $49,227-60.1% | $70,449-72.1% | $79,858-75.4% |
| Participation rate | 68.6% | 69.2%-0.5pp | 75.1%-6.4pp | 69.6%-1.0pp |
| Annual return | 15.65% | 30.06%-14.4pp | 109.03%-93.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $710 | $2,099-66.2% | $2,737-74.1% | $2,471-71.3% |
| Participant deferral / active EE | $2,784 | $2,768+0.6% | $3,709-24.9% | $3,740-25.6% |
| Admin fee / account holder | $1,362 | $2,878-52.7% | $3,845-64.6% | $5,306-74.3% |