Filed February 11, 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 | $169,077 | $102,966+64.2% | $90,281+87.3% | $152,861+10.6% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.4%+12.8pp |
| Annual return | 13.71% | 95.16%-81.5pp | 78.10%-64.4pp | 345.32%-331.6pp |
| Employer contribution / active EE | $4,207 | $3,139+34.0% | $2,854+47.4% | $4,762-11.7% |
| Participant deferral / active EE | $7,377 | $4,281+72.3% | $3,885+89.9% | $5,850+26.1% |
| Admin fee / account holder | $1,563 | $6,171-74.7% | $5,351-70.8% | $11,596-86.5% |