Filed April 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 | $40,293 | $78,672-48.8% | $109,143-63.1% | $85,850-53.1% |
| Participation rate | 70.0% | 68.3%+1.7pp | 75.9%-5.9pp | 69.3%+0.7pp |
| Annual return | 18.63% | 25.09%-6.5pp | 25.75%-7.1pp | 318.53%-299.9pp |
| Employer contribution / active EE | $1,758 | $2,735-35.7% | $3,722-52.8% | $2,565-31.5% |
| Participant deferral / active EE | $3,841 | $3,467+10.8% | $4,653-17.5% | $3,952-2.8% |
| Admin fee / account holder | $6,687 | $5,469+22.3% | $6,752-1.0% | $6,260+6.8% |