Filed August 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 | $40,427 | $84,233-52.0% | $170,442-76.3% | $70,131-42.4% |
| Participation rate | 92.4% | 70.8%+21.6pp | 83.6%+8.8pp | 69.5%+22.9pp |
| Annual return | 17.24% | 23.06%-5.8pp | 205.93%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,600 | $3,387-23.2% | $5,433-52.1% | $2,342+11.0% |
| Participant deferral / active EE | $3,269 | $3,086+5.9% | $4,939-33.8% | $3,332-1.9% |
| Admin fee / account holder | $1,046 | $5,698-81.6% | $13,880-92.5% | $4,645-77.5% |