Filed April 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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,742 | $65,409+34.1% | $98,442-10.9% | $85,850+2.2% |
| Participation rate | 82.2% | 65.0%+17.2pp | 73.3%+8.9pp | 69.3%+12.9pp |
| Annual return | 10.56% | 21.76%-11.2pp | 1492.73%-1482.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $2,508 | $2,168+15.7% | $2,960-15.2% | $2,565-2.2% |
| Participant deferral / active EE | $4,830 | $3,166+52.5% | $4,276+13.0% | $3,952+22.2% |
| Admin fee / account holder | $1,194 | $4,593-74.0% | $5,949-79.9% | $6,260-80.9% |