Filed August 25, 2022
Total covered: 4 employees
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.
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 | $36,411 | $81,248-55.2% | $155,509-76.6% | $80,856-55.0% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.0pp | 67.6%+30.6pp |
| Annual return | 10.80% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,312 | $3,100-57.7% | $4,672-71.9% | $2,755-52.4% |
| Participant deferral / active EE | $2,956 | $3,452-14.4% | $5,626-47.5% | $4,296-31.2% |
| Admin fee / account holder | $1,629 | $7,997-79.6% | $15,912-89.8% | $6,918-76.5% |