Filed June 30, 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 | $57,607 | $101,724-43.4% | $164,813-65.0% | $80,856-28.8% |
| Participation rate | 73.4% | 71.8%+1.6pp | 78.6%-5.2pp | 67.6%+5.8pp |
| Annual return | 11.56% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,398 | $2,953-18.8% | $4,341-44.7% | $2,755-12.9% |
| Participant deferral / active EE | $4,567 | $4,477+2.0% | $6,031-24.3% | $4,296+6.3% |
| Admin fee / account holder | $14,508 | $8,227+76.3% | $12,690+14.3% | $6,918+109.7% |