Filed January 7, 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 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 | $81,055 | $98,750-17.9% | $149,696-45.9% | $79,858+1.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,681 | $3,216-16.7% | $4,644-42.3% | $2,471+8.5% |
| Participant deferral / active EE | $6,009 | $5,680+5.8% | $6,842-12.2% | $3,740+60.7% |
| Admin fee / account holder | $21,876 | $6,053+261.4% | $9,309+135.0% | $5,306+312.3% |