Filed December 16, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,851 | $98,750-10.0% | $149,696-40.6% | $79,858+11.3% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 8.61% | 27.43%-18.8pp | 276.60%-268.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $2,767 | $3,216-14.0% | $4,644-40.4% | $2,471+12.0% |
| Participant deferral / active EE | $6,902 | $5,680+21.5% | $6,842+0.9% | $3,740+84.5% |
| Admin fee / account holder | $5,487 | $6,053-9.3% | $9,309-41.1% | $5,306+3.4% |