Filed September 2, 2021 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $152,166 | $177,572-14.3% | $154,803-1.7% | $142,382+6.9% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.1%-41.7pp | 80.1%-43.8pp |
| Annual return | 18.12% | 65.07%-46.9pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,100 | $4,810-56.4% | $4,305-51.2% | $4,299-51.2% |
| Participant deferral / active EE | $5,481 | $6,272-12.6% | $5,540-1.1% | $6,507-15.8% |
| Admin fee / account holder | $31,186 | $16,786+85.8% | $14,329+117.6% | $12,624+147.0% |