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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,581 | $91,552-59.0% | $133,956-71.9% | $79,858-52.9% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.1pp | 69.6%-0.9pp |
| Annual return | 14.42% | 61.85%-47.4pp | 45.09%-30.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,635 | $2,384-31.4% | $3,919-58.3% | $2,471-33.8% |
| Participant deferral / active EE | $2,384 | $3,733-36.1% | $5,048-52.8% | $3,740-36.3% |
| Admin fee / account holder | $6,654 | $6,321+5.3% | $8,927-25.5% | $5,306+25.4% |