Filed September 19, 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.)
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 | $159,283 | $53,127+199.8% | $86,590+84.0% | $70,131+127.1% |
| Participation rate | 87.5% | 65.3%+22.2pp | 73.5%+14.0pp | 69.5%+18.0pp |
| Annual return | 18.99% | 27.66%-8.7pp | 964.84%-945.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $3,248 | $2,068+57.1% | $2,839+14.4% | $2,342+38.7% |
| Participant deferral / active EE | $5,814 | $2,696+115.7% | $3,609+61.1% | $3,332+74.5% |
| Admin fee / account holder | $9,226 | $3,585+157.3% | $4,906+88.1% | $4,645+98.6% |