Filed January 25, 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 | $52,529 | $108,919-51.8% | $100,391-47.7% | $145,922-64.0% |
| Participation rate | 91.3% | 82.9%+8.4pp | 81.5%+9.8pp | 80.3%+11.0pp |
| Annual return | 9.70% | 57.88%-48.2pp | 49.20%-39.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,755 | $4,419-15.0% | $3,942-4.7% | $4,660-19.4% |
| Participant deferral / active EE | $6,362 | $8,445-24.7% | $8,082-21.3% | $6,688-4.9% |
| Admin fee / account holder | $9,004 | $9,689-7.1% | $7,899+14.0% | $13,397-32.8% |