Filed September 9, 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 | $72,576 | $30,588+137.3% | $53,898+34.7% | $85,563-15.2% |
| Participation rate | 17.1% | 26.3%-9.3pp | 55.0%-37.9pp | 66.0%-48.9pp |
| Annual return | 14.55% | 50.42%-35.9pp | 528.60%-514.1pp | 31.51%-17.0pp |
| Employer contribution / active EE | $426 | $436-2.3% | $932-54.3% | $2,654-83.9% |
| Participant deferral / active EE | $633 | $848-25.4% | $1,826-65.4% | $4,375-85.5% |
| Admin fee / account holder | $4,130 | $1,879+119.8% | $2,491+65.8% | $834+395.1% |