Filed May 4, 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 | $52,292 | $80,968-35.4% | $96,544-45.8% | $75,163-30.4% |
| Participation rate | 98.5% | 71.8%+26.7pp | 76.0%+22.5pp | 67.2%+31.3pp |
| Annual return | 44.69% | 27.06%+17.6pp | 25.84%+18.9pp | 160.62%-115.9pp |
| Employer contribution / active EE | $2,210 | $2,282-3.1% | $2,965-25.5% | $2,670-17.2% |
| Participant deferral / active EE | $5,844 | $3,928+48.8% | $4,851+20.5% | $4,125+41.7% |
| Admin fee / account holder | $27,950 | $6,724+315.7% | $8,252+238.7% | $5,651+394.6% |