Filed May 10, 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 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 | $60,232 | $125,758-52.1% | $169,993-64.6% | $75,163-19.9% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.0%+6.3pp | 67.2%+26.1pp |
| Annual return | 23.14% | 27.20%-4.1pp | 53.37%-30.2pp | 160.62%-137.5pp |
| Employer contribution / active EE | $3,800 | $4,615-17.7% | $6,785-44.0% | $2,670+42.3% |
| Participant deferral / active EE | $8,262 | $6,837+20.8% | $10,408-20.6% | $4,125+100.3% |
| Admin fee / account holder | $7,447 | $8,173-8.9% | $12,815-41.9% | $5,651+31.8% |