Filed January 22, 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 | $127,692 | $109,359+16.8% | $162,163-21.3% | $72,985+75.0% |
| Participation rate | 76.5% | 84.3%-7.8pp | 87.6%-11.1pp | 69.5%+7.0pp |
| Annual return | 22.76% | 25.46%-2.7pp | 115.59%-92.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,099 | $3,907-46.3% | $5,614-62.6% | $2,440-14.0% |
| Participant deferral / active EE | $6,415 | $5,481+17.0% | $7,298-12.1% | $3,607+77.8% |
| Admin fee / account holder | $3,173 | $7,972-60.2% | $10,843-70.7% | $5,124-38.1% |