Filed May 2, 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 | $52,421 | $63,346-17.2% | $92,233-43.2% | $70,131-25.3% |
| Participation rate | 73.5% | 68.7%+4.9pp | 76.5%-3.0pp | 69.5%+4.0pp |
| Annual return | 16.62% | 530.12%-513.5pp | 176.28%-159.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,394 | $2,471-43.6% | $3,679-62.1% | $2,342-40.5% |
| Participant deferral / active EE | $3,345 | $2,854+17.2% | $3,897-14.2% | $3,332+0.4% |
| Admin fee / account holder | $1,130 | $3,840-70.6% | $5,194-78.3% | $4,645-75.7% |