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 | $137,095 | $51,576+165.8% | $129,207+6.1% | $80,856+69.6% |
| Participation rate | 84.6% | 57.0%+27.6pp | 69.6%+15.0pp | 67.6%+17.0pp |
| Annual return | 11.58% | 20.81%-9.2pp | 9417.33%-9405.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,815 | $1,584+77.7% | $4,153-32.2% | $2,755+2.2% |
| Participant deferral / active EE | $5,666 | $2,669+112.3% | $4,168+36.0% | $4,296+31.9% |
| Admin fee / account holder | $14,964 | $4,305+247.6% | $7,715+94.0% | $6,918+116.3% |