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 6-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,661 | $102,317-89.6% | $146,958-92.7% | $80,856-86.8% |
| Participation rate | 84.4% | 75.8%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 32.97% | 134.76%-101.8pp | 418.34%-385.4pp | 35.59%-2.6pp |
| Employer contribution / active EE | $1,443 | $3,713-61.1% | $4,933-70.7% | $2,755-47.6% |
| Participant deferral / active EE | $2,828 | $6,644-57.4% | $8,070-65.0% | $4,296-34.2% |
| Admin fee / account holder | $1,155 | $7,941-85.5% | $12,998-91.1% | $6,918-83.3% |