Filed January 30, 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 | $52,224 | $93,571-44.2% | $135,903-61.6% | $75,163-30.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.77% | 30.90%-7.1pp | 68.23%-44.5pp | 160.62%-136.8pp |
| Employer contribution / active EE | $4,109 | $3,537+16.2% | $4,856-15.4% | $2,670+53.9% |
| Participant deferral / active EE | $7,839 | $6,404+22.4% | $7,758+1.0% | $4,125+90.0% |
| Admin fee / account holder | $1,278 | $6,975-81.7% | $10,762-88.1% | $5,651-77.4% |