Filed June 30, 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 8-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,717 | $73,867-88.2% | $143,757-93.9% | $68,494-87.3% |
| Participation rate | 80.3% | 66.7%+13.6pp | 80.3%0pp | 67.9%+12.4pp |
| Annual return | -19.12% | 1.01%-20.1pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,128 | $3,184-64.6% | $4,951-77.2% | $2,596-56.5% |
| Participant deferral / active EE | $2,250 | $3,384-33.5% | $5,637-60.1% | $4,027-44.1% |
| Admin fee / account holder | $409 | $5,755-92.9% | $14,673-97.2% | $5,403-92.4% |