Filed January 2, 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 | $87,562 | $100,041-12.5% | $149,718-41.5% | $70,131+24.9% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 19.84% | 27.43%-7.6pp | 1501.63%-1481.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $7,461 | $3,662+103.8% | $5,445+37.0% | $2,342+218.5% |
| Participant deferral / active EE | $8,326 | $4,983+67.1% | $6,569+26.7% | $3,332+149.9% |
| Admin fee / account holder | $2,014 | $8,286-75.7% | $11,283-82.2% | $4,645-56.6% |