Filed December 10, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $118,302 | $102,966+14.9% | $90,281+31.0% | $152,861-22.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 19.70% | 95.16%-75.5pp | 78.10%-58.4pp | 345.32%-325.6pp |
| Employer contribution / active EE | $8,921 | $3,139+184.2% | $2,854+212.5% | $4,762+87.3% |
| Participant deferral / active EE | $4,532 | $4,281+5.9% | $3,885+16.7% | $5,850-22.5% |
| Admin fee / account holder | $557 | $6,171-91.0% | $5,351-89.6% | $11,596-95.2% |