Filed May 27, 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 | $51,085 | $107,452-52.5% | $91,541-44.2% | $142,382-64.1% |
| Participation rate | 93.8% | 75.1%+18.7pp | 69.8%+24.0pp | 80.1%+13.6pp |
| Annual return | 12.79% | 22.06%-9.3pp | 20.50%-7.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $11,969 | $2,994+299.8% | $2,505+377.9% | $4,299+178.4% |
| Participant deferral / active EE | $8,747 | $4,754+84.0% | $4,008+118.3% | $6,507+34.4% |
| Admin fee / account holder | $14,270 | $8,834+61.5% | $6,956+105.1% | $12,624+13.0% |