Filed April 25, 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 | $117,336 | $78,422+49.6% | $95,952+22.3% | $79,858+46.9% |
| Participation rate | 87.2% | 73.5%+13.7pp | 77.1%+10.1pp | 69.6%+17.5pp |
| Annual return | 26.64% | 19.37%+7.3pp | 91.61%-65.0pp | 31.71%-5.1pp |
| Employer contribution / active EE | $2,677 | $1,945+37.6% | $2,541+5.3% | $2,471+8.3% |
| Participant deferral / active EE | $3,353 | $3,440-2.5% | $4,167-19.5% | $3,740-10.4% |
| Admin fee / account holder | $770 | $5,622-86.3% | $6,795-88.7% | $5,306-85.5% |