Filed November 30, 2022
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 | $70,844 | $115,882-38.9% | $100,516-29.5% | $158,922-55.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.84% | 34.79%-21.0pp | 30.89%-17.1pp | 302.83%-289.0pp |
| Employer contribution / active EE | $4,889 | $4,103+19.2% | $3,418+43.1% | $4,761+2.7% |
| Participant deferral / active EE | $9,528 | $6,674+42.7% | $6,270+52.0% | $5,982+59.3% |
| Admin fee / account holder | $3,016 | $10,995-72.6% | $8,081-62.7% | $11,246-73.2% |