Filed December 16, 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 | $36,643 | $65,365-43.9% | $92,893-60.6% | $72,985-49.8% |
| Participation rate | 89.3% | 68.3%+21.0pp | 76.0%+13.3pp | 69.5%+19.8pp |
| Annual return | 17.21% | 42.10%-24.9pp | 109.41%-92.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $9,582 | $2,594+269.4% | $3,653+162.3% | $2,440+292.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $765 | $4,251-82.0% | $5,794-86.8% | $5,124-85.1% |