Filed October 30, 2017
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 | $60,475 | $49,915+21.2% | $154,803-60.9% | $74,304-18.6% |
| Participation rate | 40.4% | 54.0%-13.6pp | 78.1%-37.7pp | 60.3%-20.0pp |
| Annual return | 16.32% | 34.06%-17.7pp | 58.88%-42.6pp | 29.43%-13.1pp |
| Employer contribution / active EE | $897 | $1,611-44.3% | $4,305-79.2% | $2,241-60.0% |
| Participant deferral / active EE | $1,815 | $2,255-19.5% | $5,540-67.3% | $3,767-51.8% |
| Admin fee / account holder | $4,372 | $2,189+99.7% | $14,329-69.5% | $2,969+47.3% |