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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,609 | $91,552-32.7% | $133,956-54.0% | $79,858-22.9% |
| Participation rate | 61.1% | 73.3%-12.2pp | 79.8%-18.7pp | 69.6%-8.5pp |
| Annual return | 7.45% | 61.85%-54.4pp | 45.09%-37.6pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,555 | $2,384-34.7% | $3,919-60.3% | $2,471-37.0% |
| Participant deferral / active EE | $2,557 | $3,733-31.5% | $5,048-49.3% | $3,740-31.6% |
| Admin fee / account holder | $3,665 | $6,321-42.0% | $8,927-58.9% | $5,306-30.9% |