Filed June 26, 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 | $117,169 | $58,694+99.6% | $142,863-18.0% | $85,850+36.5% |
| Participation rate | 78.6% | 58.5%+20.1pp | 71.9%+6.6pp | 69.3%+9.3pp |
| Annual return | 13.08% | 27.72%-14.6pp | 5637.54%-5624.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $3,275 | $1,423+130.2% | $4,144-21.0% | $2,565+27.7% |
| Participant deferral / active EE | $3,955 | $2,607+51.7% | $3,837+3.1% | $3,952+0.1% |
| Admin fee / account holder | $14,799 | $4,239+249.1% | $6,560+125.6% | $6,260+136.4% |