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 | $69,524 | $54,705+27.1% | $71,209-2.4% | $84,808-18.0% |
| Participation rate | 78.0% | 64.1%+14.0pp | 73.8%+4.3pp | 68.3%+9.7pp |
| Annual return | 17.59% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,216 | $2,158+2.7% | $2,721-18.5% | $2,631-15.8% |
| Participant deferral / active EE | $4,740 | $3,030+56.4% | $4,175+13.5% | $4,212+12.5% |
| Admin fee / account holder | $2,361 | $4,863-51.5% | $5,349-55.9% | $7,344-67.9% |