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 | $87,635 | $68,346+28.2% | $94,646-7.4% | $75,163+16.6% |
| Participation rate | 75.0% | 76.1%-1.1pp | 80.8%-5.8pp | 67.2%+7.8pp |
| Annual return | 13.89% | 616.93%-603.0pp | 156.71%-142.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,120 | $2,701-21.5% | $3,672-42.3% | $2,670-20.6% |
| Participant deferral / active EE | $4,270 | $6,537-34.7% | $7,418-42.4% | $4,125+3.5% |
| Admin fee / account holder | $8,861 | $5,326+66.4% | $7,231+22.6% | $5,651+56.8% |