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 | $72,503 | $42,894+69.0% | $60,874+19.1% | $68,494+5.9% |
| Participation rate | 80.8% | 66.8%+14.0pp | 73.1%+7.7pp | 67.9%+12.9pp |
| Annual return | -15.03% | -13.98%-1.0pp | 16.90%-31.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,266 | $1,978+65.1% | $2,701+20.9% | $2,596+25.8% |
| Participant deferral / active EE | $5,287 | $2,867+84.4% | $3,817+38.5% | $4,027+31.3% |
| Admin fee / account holder | $1,699 | $3,101-45.2% | $3,224-47.3% | $5,403-68.6% |