Filed November 29, 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 | $67,546 | $68,719-1.7% | $91,541-26.2% | $84,808-20.4% |
| Participation rate | 72.9% | 64.5%+8.4pp | 69.8%+3.1pp | 68.3%+4.5pp |
| Annual return | 19.02% | 19.12%-0.1pp | 20.50%-1.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,468 | $1,920+28.5% | $2,505-1.5% | $2,631-6.2% |
| Participant deferral / active EE | $3,594 | $3,136+14.6% | $4,008-10.3% | $4,212-14.7% |
| Admin fee / account holder | $3,766 | $5,786-34.9% | $6,956-45.9% | $7,344-48.7% |