Filed June 10, 2021 (most recent of 2 filings on file)
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 5-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 | $49,632 | $132,049-62.4% | $200,582-75.3% | $74,304-33.2% |
| Participation rate | 82.2% | 84.1%-1.8pp | 86.9%-4.6pp | 60.3%+21.9pp |
| Annual return | 16.12% | 22.22%-6.1pp | 42.33%-26.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,170 | $4,558-52.4% | $6,419-66.2% | $2,241-3.2% |
| Participant deferral / active EE | $4,600 | $7,213-36.2% | $9,331-50.7% | $3,767+22.1% |
| Admin fee / account holder | $894 | $2,405-62.8% | $16,305-94.5% | $2,969-69.9% |