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.
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 | $117,875 | $54,350+116.9% | $82,719+42.5% | $68,494+72.1% |
| Participation rate | 72.0% | 63.9%+8.1pp | 72.6%-0.6pp | 67.9%+4.1pp |
| Annual return | -14.09% | -13.67%-0.4pp | 701.18%-715.3pp | -7.84%-6.2pp |
| Employer contribution / active EE | $8,282 | $2,218+273.4% | $3,009+175.2% | $2,596+219.0% |
| Participant deferral / active EE | $4,815 | $3,246+48.3% | $4,395+9.6% | $4,027+19.6% |
| Admin fee / account holder | $3,854 | $4,395-12.3% | $5,329-27.7% | $5,403-28.7% |