Filed May 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 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,326 | $165,912-93.2% | $122,332-90.7% | $147,584-92.3% |
| Participation rate | 94.1% | 79.6%+14.5pp | 71.6%+22.5pp | 82.8%+11.3pp |
| Annual return | 24.55% | 34.55%-10.0pp | 30.27%-5.7pp | 578.55%-554.0pp |
| Employer contribution / active EE | $2,655 | $5,754-53.9% | $4,050-34.4% | $4,876-45.5% |
| Participant deferral / active EE | $3,725 | $4,005-7.0% | $3,287+13.3% | $5,439-31.5% |
| Admin fee / account holder | $331 | $7,424-95.5% | $5,478-94.0% | $10,885-97.0% |