Filed August 26, 2019
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 | $170,990 | $81,460+109.9% | $103,333+65.5% | $80,856+111.5% |
| Participation rate | 96.9% | 66.8%+30.0pp | 74.5%+22.4pp | 67.6%+29.2pp |
| Annual return | 9.59% | 25.55%-16.0pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $11,437 | $3,105+268.3% | $3,868+195.7% | $2,755+315.1% |
| Participant deferral / active EE | $3,472 | $3,869-10.3% | $5,057-31.4% | $4,296-19.2% |
| Admin fee / account holder | $7,426 | $6,566+13.1% | $8,355-11.1% | $6,918+7.3% |