Filed October 22, 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 | $122,559 | $99,985+22.6% | $146,665-16.4% | $85,850+42.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 39.49% | 18.93%+20.6pp | 22.74%+16.8pp | 318.53%-279.0pp |
| Employer contribution / active EE | $5,571 | $2,559+117.7% | $4,136+34.7% | $2,565+117.2% |
| Participant deferral / active EE | $3,082 | $4,006-23.1% | $5,506-44.0% | $3,952-22.0% |
| Admin fee / account holder | $8,147 | $7,702+5.8% | $10,280-20.7% | $6,260+30.1% |