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 | $144,034 | $123,793+16.4% | $177,821-19.0% | $79,858+80.4% |
| Participation rate | 72.7% | 84.7%-11.9pp | 87.7%-15.0pp | 69.6%+3.1pp |
| Annual return | 13.74% | 22.82%-9.1pp | 48.32%-34.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,307 | $4,095-43.7% | $5,918-61.0% | $2,471-6.6% |
| Participant deferral / active EE | $6,614 | $5,956+11.0% | $7,714-14.3% | $3,740+76.9% |
| Admin fee / account holder | $1,319 | $7,243-81.8% | $12,427-89.4% | $5,306-75.2% |