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 | $239,184 | $112,096+113.4% | $95,952+149.3% | $158,922+50.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.28% | 171.09%-146.8pp | 91.61%-67.3pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,343 | $3,198-26.7% | $2,541-7.8% | $4,761-50.8% |
| Participant deferral / active EE | $6,194 | $4,784+29.5% | $4,167+48.6% | $5,982+3.5% |
| Admin fee / account holder | $4,157 | $10,130-59.0% | $6,795-38.8% | $11,246-63.0% |