Filed February 28, 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 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.)
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 | $48,825 | $137,414-64.5% | $189,513-74.2% | $85,850-43.1% |
| Participation rate | 86.8% | 84.6%+2.2pp | 87.8%-1.0pp | 69.3%+17.5pp |
| Annual return | 8.10% | 38.14%-30.0pp | 555.15%-547.0pp | 318.53%-310.4pp |
| Employer contribution / active EE | $2,126 | $4,344-51.1% | $6,162-65.5% | $2,565-17.1% |
| Participant deferral / active EE | $3,968 | $6,260-36.6% | $8,221-51.7% | $3,952+0.4% |
| Admin fee / account holder | $5,852 | $8,630-32.2% | $12,045-51.4% | $6,260-6.5% |