Filed March 28, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,975 | $50,637-54.6% | $86,590-73.5% | $62,292-63.1% |
| Participation rate | 87.6% | 67.9%+19.7pp | 73.5%+14.0pp | 69.5%+18.1pp |
| Annual return | 16.80% | 20.80%-4.0pp | 964.84%-948.0pp | 28.90%-12.1pp |
| Employer contribution / active EE | $828 | $2,075-60.1% | $2,839-70.8% | $2,042-59.4% |
| Participant deferral / active EE | $626 | $2,611-76.0% | $3,609-82.7% | $3,169-80.3% |
| Admin fee / account holder | $763 | $413+84.5% | $4,906-84.5% | $479+59.1% |