Filed August 30, 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 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,363 | $44,873-14.5% | $79,464-51.7% | $56,287-31.8% |
| Participation rate | 34.9% | 68.7%-33.9pp | 73.3%-38.5pp | 69.9%-35.0pp |
| Annual return | -4.78% | 0.81%-5.6pp | 718.14%-722.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,050 | $2,746-61.8% | $3,704-71.7% | $3,350-68.7% |
| Admin fee / account holder | $9 | $418-98.0% | $5,113-99.8% | $521-98.4% |