Filed April 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 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.
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 | $21,248 | $114,381-81.4% | $107,525-80.2% | $142,382-85.1% |
| Participation rate | 76.2% | 78.1%-1.9pp | 75.1%+1.1pp | 80.1%-3.9pp |
| Annual return | 34.75% | 242.71%-208.0pp | 181.32%-146.6pp | 217.08%-182.3pp |
| Employer contribution / active EE | $1,378 | $4,015-65.7% | $3,754-63.3% | $4,299-68.0% |
| Participant deferral / active EE | $4,988 | $5,564-10.4% | $5,116-2.5% | $6,507-23.3% |
| Admin fee / account holder | $1,451 | $9,860-85.3% | $8,919-83.7% | $12,624-88.5% |