Filed July 20, 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 9-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 | $59,431 | $109,881-45.9% | $150,045-60.4% | $84,808-29.9% |
| Participation rate | 84.5% | 76.1%+8.4pp | 82.3%+2.2pp | 68.3%+16.2pp |
| Annual return | 19.76% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $6,317 | $3,561+77.4% | $4,693+34.6% | $2,631+140.1% |
| Participant deferral / active EE | $8,997 | $6,636+35.6% | $7,997+12.5% | $4,212+113.6% |
| Admin fee / account holder | $2,147 | $8,568-74.9% | $13,435-84.0% | $7,344-70.8% |