Filed May 20, 2021 (most recent of 2 filings on file)
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,852 | $95,803-41.7% | $113,168-50.6% | $84,808-34.1% |
| Participation rate | 64.4% | 72.9%-8.4pp | 76.6%-12.1pp | 68.3%-3.9pp |
| Annual return | 16.70% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,616 | $2,360-31.5% | $2,975-45.7% | $2,631-38.6% |
| Participant deferral / active EE | $3,436 | $4,242-19.0% | $5,107-32.7% | $4,212-18.4% |
| Admin fee / account holder | $3,588 | $8,989-60.1% | $12,068-70.3% | $7,344-51.1% |