Filed October 20, 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 7-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 | $45,037 | $102,317-56.0% | $146,958-69.4% | $80,856-44.3% |
| Participation rate | 82.7% | 75.8%+6.9pp | 82.2%+0.5pp | 67.6%+15.1pp |
| Annual return | 14.31% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $9,258 | $3,713+149.3% | $4,933+87.7% | $2,755+236.1% |
| Participant deferral / active EE | $8,345 | $6,644+25.6% | $8,070+3.4% | $4,296+94.3% |
| Admin fee / account holder | $10,588 | $7,941+33.3% | $12,998-18.5% | $6,918+53.0% |