Filed February 8, 2023
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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,806 | $99,957-79.2% | $149,696-86.1% | $73,488-71.7% |
| Participation rate | 99.2% | 75.7%+23.5pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 3.42% | 53.87%-50.4pp | 276.60%-273.2pp | 28.51%-25.1pp |
| Employer contribution / active EE | $4,272 | $3,191+33.9% | $4,644-8.0% | $2,270+88.2% |
| Participant deferral / active EE | $3,539 | $6,073-41.7% | $6,842-48.3% | $3,740-5.4% |
| Admin fee / account holder | $1 | $551-99.9% | $9,309-100.0% | $513-99.8% |