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 | $42,338 | $64,707-34.6% | $112,228-62.3% | $68,494-38.2% |
| Participation rate | 84.5% | 67.2%+17.3pp | 75.1%+9.4pp | 67.9%+16.6pp |
| Annual return | -13.58% | -11.40%-2.2pp | 27.45%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $11,610 | $2,746+322.8% | $3,635+219.4% | $2,596+347.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,660 | $5,232-49.2% | $6,410-58.5% | $5,403-50.8% |