Filed June 30, 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.)
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 | $117,669 | $60,022+96.0% | $88,946+32.3% | $84,808+38.7% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 7.24% | 22.43%-15.2pp | 57.82%-50.6pp | 40.90%-33.7pp |
| Employer contribution / active EE | $2,291 | $1,703+34.5% | $2,555-10.3% | $2,631-12.9% |
| Participant deferral / active EE | $4,666 | $3,114+49.8% | $4,581+1.8% | $4,212+10.8% |
| Admin fee / account holder | $2,233 | $4,811-53.6% | $8,261-73.0% | $7,344-69.6% |