Filed April 14, 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 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.
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 | $90,555 | $98,750-8.3% | $149,696-39.5% | $79,858+13.4% |
| Participation rate | 93.7% | 75.8%+17.9pp | 82.5%+11.2pp | 69.6%+24.0pp |
| Annual return | 22.07% | 27.43%-5.4pp | 276.60%-254.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $2,792 | $3,216-13.2% | $4,644-39.9% | $2,471+13.0% |
| Participant deferral / active EE | $6,753 | $5,680+18.9% | $6,842-1.3% | $3,740+80.6% |
| Admin fee / account holder | $1,118 | $6,053-81.5% | $9,309-88.0% | $5,306-78.9% |