Filed April 5, 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.)
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 | $125,248 | $153,772-18.5% | $133,980-6.5% | $273,961-54.3% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 7.61% | 36.51%-28.9pp | 29.30%-21.7pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,589 | $6,029-57.1% | $5,211-50.3% | $4,869-46.8% |
| Participant deferral / active EE | $7,498 | $6,958+7.8% | $6,282+19.4% | $5,287+41.8% |
| Admin fee / account holder | $1,272 | $11,765-89.2% | $9,324-86.4% | $10,132-87.4% |