Filed August 3, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,331 | $39,122+0.5% | $57,179-31.2% | $62,891-37.5% |
| Participation rate | 91.4% | 70.5%+20.9pp | 75.3%+16.1pp | 69.3%+22.1pp |
| Annual return | -1.68% | 9.23%-10.9pp | 14.59%-16.3pp | 20.14%-21.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,008 | $2,374+68.9% | $3,096+29.5% | $3,203+25.1% |
| Admin fee / account holder | $5,392 | $2,592+108.0% | $3,139+71.8% | $4,296+25.5% |