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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,788 | $76,000-51.6% | $154,107-76.1% | $64,186-42.7% |
| Participation rate | 94.0% | 70.4%+23.6pp | 83.0%+11.0pp | 69.6%+24.5pp |
| Annual return | -8.01% | 30.32%-38.3pp | 735.12%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,825 | $3,351-15.7% | $5,298-46.7% | $2,381+18.7% |
| Participant deferral / active EE | $3,540 | $3,175+11.5% | $5,081-30.3% | $3,470+2.0% |
| Admin fee / account holder | $978 | $5,596-82.5% | $13,411-92.7% | $4,888-80.0% |