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 | $50,147 | $72,404-30.7% | $110,238-54.5% | $64,186-21.9% |
| Participation rate | 65.7% | 73.3%-7.7pp | 79.8%-14.1pp | 69.6%-3.9pp |
| Annual return | 6.33% | -6.29%+12.6pp | 314.74%-308.4pp | 7.63%-1.3pp |
| Employer contribution / active EE | $1,536 | $2,282-32.7% | $3,826-59.9% | $2,381-35.5% |
| Participant deferral / active EE | $2,540 | $3,469-26.8% | $4,672-45.6% | $3,470-26.8% |
| Admin fee / account holder | $4,928 | $5,664-13.0% | $8,547-42.3% | $4,888+0.8% |