Filed September 14, 2021
Total covered: 3 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 | $61,992 | $89,753-30.9% | $107,525-42.3% | $84,808-26.9% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 15.60% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,706 | $3,113-13.1% | $3,754-27.9% | $2,631+2.8% |
| Participant deferral / active EE | $5,820 | $4,056+43.5% | $5,116+13.8% | $4,212+38.2% |
| Admin fee / account holder | $4,302 | $7,222-40.4% | $8,919-51.8% | $7,344-41.4% |