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 | $53,135 | $49,227+7.9% | $70,449-24.6% | $79,858-33.5% |
| Participation rate | 90.5% | 69.2%+21.4pp | 75.1%+15.5pp | 69.6%+20.9pp |
| Annual return | 3.01% | 30.06%-27.1pp | 109.03%-106.0pp | 31.71%-28.7pp |
| Employer contribution / active EE | $2,728 | $2,099+29.9% | $2,737-0.3% | $2,471+10.4% |
| Participant deferral / active EE | $4,686 | $2,768+69.3% | $3,709+26.4% | $3,740+25.3% |
| Admin fee / account holder | $12,922 | $2,878+349.0% | $3,845+236.1% | $5,306+143.5% |