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.)
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 | $23,537 | $93,571-74.8% | $135,903-82.7% | $75,163-68.7% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 67.2%+31.7pp |
| Annual return | 22.14% | 30.90%-8.8pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $3,182 | $3,537-10.0% | $4,856-34.5% | $2,670+19.2% |
| Participant deferral / active EE | $6,203 | $6,404-3.1% | $7,758-20.0% | $4,125+50.4% |
| Admin fee / account holder | $1,598 | $6,975-77.1% | $10,762-85.1% | $5,651-71.7% |