Filed August 6, 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 9-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.)
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 | $47,467 | $104,907-54.8% | $84,611-43.9% | $152,861-68.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 26.61% | 373.79%-347.2pp | 258.74%-232.1pp | 345.32%-318.7pp |
| Employer contribution / active EE | $7,304 | $3,302+121.2% | $2,652+175.4% | $4,762+53.4% |
| Participant deferral / active EE | $14,980 | $4,688+219.6% | $3,899+284.2% | $5,850+156.1% |
| Admin fee / account holder | $399 | $6,241-93.6% | $4,912-91.9% | $11,596-96.6% |