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 | $53,799 | $43,327+24.2% | $59,878-10.2% | $64,186-16.2% |
| Participation rate | 88.7% | 69.2%+19.6pp | 74.7%+14.0pp | 69.6%+19.2pp |
| Annual return | 11.41% | -1.55%+13.0pp | 3.46%+8.0pp | 7.63%+3.8pp |
| Employer contribution / active EE | $2,561 | $2,028+26.3% | $2,722-5.9% | $2,381+7.6% |
| Participant deferral / active EE | $4,021 | $2,546+58.0% | $3,402+18.2% | $3,470+15.9% |
| Admin fee / account holder | $2,455 | $3,005-18.3% | $3,590-31.6% | $4,888-49.8% |