Filed June 10, 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 6-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 | $86,538 | $80,968+6.9% | $96,544-10.4% | $75,163+15.1% |
| Participation rate | 89.7% | 71.8%+17.9pp | 76.0%+13.7pp | 67.2%+22.5pp |
| Annual return | 25.73% | 27.06%-1.3pp | 25.84%-0.1pp | 160.62%-134.9pp |
| Employer contribution / active EE | $3,439 | $2,282+50.7% | $2,965+16.0% | $2,670+28.8% |
| Participant deferral / active EE | $14,136 | $3,928+259.9% | $4,851+191.4% | $4,125+242.7% |
| Admin fee / account holder | $3,577 | $6,724-46.8% | $8,252-56.7% | $5,651-36.7% |