Filed June 1, 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 6-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 | $79,657 | $94,338-15.6% | $100,534-20.8% | $142,382-44.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 18.21% | 29.20%-11.0pp | 32.66%-14.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,413 | $4,237-19.4% | $4,346-21.5% | $4,299-20.6% |
| Participant deferral / active EE | $14,114 | $5,934+137.8% | $6,144+129.7% | $6,507+116.9% |
| Admin fee / account holder | $7,830 | $8,421-7.0% | $7,654+2.3% | $12,624-38.0% |