Filed June 29, 2022 (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 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.
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 | $43,856 | $59,332-26.1% | $90,223-51.4% | $59,632-26.5% |
| Participation rate | 81.3% | 71.9%+9.3pp | 79.0%+2.2pp | 68.7%+12.6pp |
| Annual return | 0.62% | 3.25%-2.6pp | 1.31%-0.7pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,542 | $3,031-49.1% | $4,378-64.8% | $2,203-30.0% |
| Participant deferral / active EE | $2,145 | $4,369-50.9% | $5,792-63.0% | $3,192-32.8% |
| Admin fee / account holder | $1,202 | $5,032-76.1% | $7,406-83.8% | $4,297-72.0% |