Filed February 14, 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 8-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,249 | $105,181-78.8% | $159,436-86.0% | $85,850-74.1% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 18.33% | 45.07%-26.7pp | 263.57%-245.2pp | 318.53%-300.2pp |
| Employer contribution / active EE | $2,994 | $3,318-9.8% | $4,829-38.0% | $2,565+16.7% |
| Participant deferral / active EE | $6,575 | $5,945+10.6% | $7,352-10.6% | $3,952+66.4% |
| Admin fee / account holder | $2,702 | $6,933-61.0% | $10,799-75.0% | $6,260-56.8% |