Filed July 28, 2021
Total covered: 2 employees
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 | $81,310 | $76,552+6.2% | $123,892-34.4% | $62,891+29.3% |
| Participation rate | 78.8% | 73.0%+5.8pp | 81.4%-2.6pp | 69.3%+9.5pp |
| Annual return | 9.33% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $452 | $2,883-84.3% | $4,617-90.2% | $2,281-80.2% |
| Participant deferral / active EE | $6,816 | $4,840+40.8% | $5,984+13.9% | $3,203+112.8% |
| Admin fee / account holder | $4,535 | $4,826-6.0% | $8,357-45.7% | $4,296+5.6% |