Filed November 9, 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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,144 | $80,717-57.7% | $154,803-77.9% | $84,808-59.7% |
| Participation rate | 77.4% | 66.8%+10.6pp | 78.1%-0.7pp | 68.3%+9.1pp |
| Annual return | 16.91% | 37.96%-21.0pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,383 | $2,761-13.7% | $4,305-44.6% | $2,631-9.4% |
| Participant deferral / active EE | $3,079 | $3,303-6.8% | $5,540-44.4% | $4,212-26.9% |
| Admin fee / account holder | $2,919 | $6,746-56.7% | $14,329-79.6% | $7,344-60.3% |