Filed June 17, 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 7-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 | $27,950 | $185,822-85.0% | $169,993-83.6% | $139,434-80.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.22% | 60.50%-27.3pp | 53.37%-20.2pp | 372.94%-339.7pp |
| Employer contribution / active EE | $2,659 | $7,590-65.0% | $6,785-60.8% | $4,751-44.0% |
| Participant deferral / active EE | $4,640 | $11,622-60.1% | $10,408-55.4% | $6,710-30.9% |
| Admin fee / account holder | $8,674 | $15,381-43.6% | $12,815-32.3% | $11,403-23.9% |