Filed May 18, 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 | $53,142 | $65,409-18.8% | $98,442-46.0% | $85,850-38.1% |
| Participation rate | 76.5% | 65.0%+11.5pp | 73.3%+3.1pp | 69.3%+7.2pp |
| Annual return | 13.78% | 21.76%-8.0pp | 1492.73%-1479.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,118 | $2,168-48.4% | $2,960-62.2% | $2,565-56.4% |
| Participant deferral / active EE | $2,671 | $3,166-15.6% | $4,276-37.5% | $3,952-32.4% |
| Admin fee / account holder | $2,757 | $4,593-40.0% | $5,949-53.7% | $6,260-56.0% |