Filed January 29, 2021
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 | $74,396 | $42,894+73.4% | $60,874+22.2% | $68,494+8.6% |
| Participation rate | 89.2% | 66.8%+22.4pp | 73.1%+16.1pp | 67.9%+21.3pp |
| Annual return | -12.63% | -13.98%+1.3pp | 16.90%-29.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,432 | $1,978+73.5% | $2,701+27.0% | $2,596+32.2% |
| Participant deferral / active EE | $6,866 | $2,867+139.5% | $3,817+79.9% | $4,027+70.5% |
| Admin fee / account holder | $3,760 | $3,101+21.3% | $3,224+16.6% | $5,403-30.4% |