Filed January 16, 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 | $202,774 | $72,012+181.6% | $185,823+9.1% | $79,858+153.9% |
| Participation rate | 85.3% | 65.8%+19.5pp | 78.0%+7.3pp | 69.6%+15.7pp |
| Annual return | 13.93% | 23.12%-9.2pp | 35.95%-22.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,030 | $1,965+54.2% | $4,087-25.9% | $2,471+22.6% |
| Participant deferral / active EE | $8,648 | $3,779+128.9% | $5,632+53.6% | $3,740+131.2% |
| Admin fee / account holder | $9,128 | $4,513+102.3% | $9,500-3.9% | $5,306+72.0% |