Filed December 29, 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 | $153,855 | $165,335-6.9% | $149,696+2.8% | $158,922-3.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.75% | 348.15%-329.4pp | 276.60%-257.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $6,287 | $5,103+23.2% | $4,644+35.4% | $4,761+32.1% |
| Participant deferral / active EE | $8,783 | $7,181+22.3% | $6,842+28.4% | $5,982+46.8% |
| Admin fee / account holder | $1,540 | $10,807-85.7% | $9,309-83.5% | $11,246-86.3% |