Filed October 25, 2018
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 | $46,840 | $78,705-40.5% | $117,854-60.3% | $70,131-33.2% |
| Participation rate | 65.7% | 73.2%-7.5pp | 79.7%-14.0pp | 69.5%-3.9pp |
| Annual return | 13.08% | 23.30%-10.2pp | 335.08%-322.0pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,466 | $2,223-34.1% | $3,786-61.3% | $2,342-37.4% |
| Participant deferral / active EE | $2,307 | $3,297-30.0% | $4,482-48.5% | $3,332-30.7% |
| Admin fee / account holder | $741 | $5,065-85.4% | $8,020-90.8% | $4,645-84.0% |