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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,747 | $150,440-73.6% | $136,294-70.8% | $147,584-73.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 20.30% | 1049.08%-1028.8pp | 5155.94%-5135.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,201 | $5,256-58.1% | $4,695-53.1% | $4,876-54.9% |
| Participant deferral / active EE | $4,568 | $6,630-31.1% | $6,247-26.9% | $5,439-16.0% |
| Admin fee / account holder | $4,026 | $10,905-63.1% | $9,243-56.4% | $10,885-63.0% |