Filed April 21, 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 | $87,574 | $91,538-4.3% | $129,995-32.6% | $75,163+16.5% |
| Participation rate | 70.0% | 71.4%-1.4pp | 78.5%-8.5pp | 67.2%+2.8pp |
| Annual return | 18.81% | -631.11%+649.9pp | -137.18%+156.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,074 | $2,845-62.3% | $4,320-75.1% | $2,670-59.8% |
| Participant deferral / active EE | $4,308 | $4,341-0.8% | $5,820-26.0% | $4,125+4.4% |
| Admin fee / account holder | $3,064 | $6,790-54.9% | $10,614-71.1% | $5,651-45.8% |