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.)
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 | $44,430 | $45,035-1.3% | $62,995-29.5% | $70,131-36.6% |
| Participation rate | 83.8% | 69.5%+14.3pp | 74.8%+9.0pp | 69.5%+14.3pp |
| Annual return | 13.70% | 18.76%-5.1pp | 87.57%-73.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,290 | $2,051+11.6% | $2,759-17.0% | $2,342-2.2% |
| Participant deferral / active EE | $4,062 | $2,465+64.8% | $3,329+22.0% | $3,332+21.9% |
| Admin fee / account holder | $5,795 | $2,834+104.4% | $3,600+61.0% | $4,645+24.7% |