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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,490 | $79,171-48.9% | $102,423-60.5% | $74,495-45.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 25.92% | 54.93%-29.0pp | 29.32%-3.4pp | 1364.94%-1339.0pp |
| Employer contribution / active EE | $2,034 | $2,362-13.9% | $3,023-32.7% | $2,623-22.5% |
| Participant deferral / active EE | $4,224 | $4,415-4.3% | $5,053-16.4% | $4,346-2.8% |
| Admin fee / account holder | $6,403 | $2,001+220.1% | $9,451-32.2% | $1,942+229.8% |