Filed September 13, 2022
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 | $46,669 | $53,516-12.8% | $126,539-63.1% | $84,808-45.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 13.76% | 58.34%-44.6pp | 425.95%-412.2pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,319 | $1,535+116.2% | $3,674-9.7% | $2,631+26.1% |
| Participant deferral / active EE | $5,060 | $2,671+89.5% | $4,083+23.9% | $4,212+20.1% |
| Admin fee / account holder | $11,029 | $4,497+145.3% | $6,065+81.9% | $7,344+50.2% |