Filed October 27, 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 3-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 | $55,255 | $58,208-5.1% | $81,812-32.5% | $80,856-31.7% |
| Participation rate | 72.7% | 63.4%+9.3pp | 72.3%+0.4pp | 67.6%+5.1pp |
| Annual return | 18.38% | 41.66%-23.3pp | 773.79%-755.4pp | 35.59%-17.2pp |
| Employer contribution / active EE | $5,505 | $2,340+135.3% | $2,912+89.0% | $2,755+99.8% |
| Participant deferral / active EE | $8,843 | $3,281+169.5% | $4,319+104.8% | $4,296+105.9% |
| Admin fee / account holder | $5,660 | $4,981+13.6% | $7,386-23.4% | $6,918-18.2% |