Filed January 24, 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 | $207,512 | $92,222+125.0% | $76,768+170.3% | $135,375+53.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.59% | 5.46%-10.0pp | 2.43%-7.0pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,546 | $3,216-20.8% | $2,485+2.5% | $4,779-46.7% |
| Participant deferral / active EE | $6,349 | $4,509+40.8% | $3,852+64.8% | $5,609+13.2% |
| Admin fee / account holder | $14,082 | $10,748+31.0% | $6,675+111.0% | $10,827+30.1% |