Filed April 25, 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 | $41,154 | $109,881-62.5% | $150,045-72.6% | $84,808-51.5% |
| Participation rate | 93.6% | 76.1%+17.5pp | 82.3%+11.3pp | 68.3%+25.3pp |
| Annual return | 18.49% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,180 | $3,561+17.4% | $4,693-10.9% | $2,631+58.9% |
| Participant deferral / active EE | $4,276 | $6,636-35.6% | $7,997-46.5% | $4,212+1.5% |
| Admin fee / account holder | $2,563 | $8,568-70.1% | $13,435-80.9% | $7,344-65.1% |