Filed July 4, 2023 (most recent of 2 filings on file)
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 | $42,440 | $148,534-71.4% | $135,903-68.8% | $139,434-69.6% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 20.72% | 79.19%-58.5pp | 68.23%-47.5pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,924 | $5,243-63.3% | $4,856-60.4% | $4,751-59.5% |
| Participant deferral / active EE | $5,156 | $8,100-36.3% | $7,758-33.5% | $6,710-23.2% |
| Admin fee / account holder | $2,846 | $12,400-77.1% | $10,762-73.6% | $11,403-75.0% |