Filed November 25, 2022
Total covered: 5 employees
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,362 | $114,381+174.0% | $107,525+191.4% | $142,382+120.1% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 23.57% | 242.71%-219.1pp | 181.32%-157.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $4,305 | $4,015+7.2% | $3,754+14.7% | $4,299+0.1% |
| Participant deferral / active EE | $8,789 | $5,564+57.9% | $5,116+71.8% | $6,507+35.1% |
| Admin fee / account holder | $107,122 | $9,860+986.4% | $8,919+1101.1% | $12,624+748.6% |