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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,966 | $201,272-82.1% | $184,203-80.5% | $145,922-75.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.90% | 29.00%-22.1pp | 28.81%-21.9pp | 561.29%-554.4pp |
| Employer contribution / active EE | $3,980 | $7,022-43.3% | $6,427-38.1% | $4,660-14.6% |
| Participant deferral / active EE | $6,236 | $9,806-36.4% | $9,131-31.7% | $6,688-6.7% |
| Admin fee / account holder | $1,272 | $16,364-92.2% | $13,901-90.8% | $13,397-90.5% |