Filed December 16, 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 7-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 | $39,210 | $114,381-65.7% | $107,525-63.5% | $142,382-72.5% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 17.20% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,683 | $4,015-33.2% | $3,754-28.5% | $4,299-37.6% |
| Participant deferral / active EE | $4,903 | $5,564-11.9% | $5,116-4.2% | $6,507-24.7% |
| Admin fee / account holder | $1,195 | $9,860-87.9% | $8,919-86.6% | $12,624-90.5% |