Filed June 23, 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.)
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 | $73,328 | $70,475+4.0% | $100,516-27.0% | $79,858-8.2% |
| Participation rate | 71.7% | 73.7%-2.0pp | 79.4%-7.7pp | 69.6%+2.1pp |
| Annual return | 10.32% | 21.90%-11.6pp | 30.89%-20.6pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,643 | $2,165-24.1% | $3,418-51.9% | $2,471-33.5% |
| Participant deferral / active EE | $3,917 | $5,181-24.4% | $6,270-37.5% | $3,740+4.7% |
| Admin fee / account holder | $2,708 | $4,478-39.5% | $8,081-66.5% | $5,306-49.0% |