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 | $22,638 | $114,237-80.2% | $119,258-81.0% | $167,490-86.5% |
| Participation rate | 93.3% | 83.7%+9.6pp | 82.7%+10.6pp | 82.1%+11.2pp |
| Annual return | 25.18% | 29.87%-4.7pp | 30.69%-5.5pp | 478.56%-453.4pp |
| Employer contribution / active EE | $7,299 | $4,481+62.9% | $4,384+66.5% | $4,837+50.9% |
| Participant deferral / active EE | $14,435 | $6,084+137.3% | $6,111+136.2% | $6,341+127.6% |
| Admin fee / account holder | $651 | $8,932-92.7% | $7,226-91.0% | $12,309-94.7% |