Filed January 4, 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 | $39,388 | $109,359-64.0% | $162,163-75.7% | $72,985-46.0% |
| Participation rate | 78.4% | 84.3%-5.9pp | 87.6%-9.2pp | 69.5%+8.9pp |
| Annual return | 28.57% | 25.46%+3.1pp | 115.59%-87.0pp | 81.00%-52.4pp |
| Employer contribution / active EE | $1,995 | $3,907-48.9% | $5,614-64.5% | $2,440-18.2% |
| Participant deferral / active EE | $3,920 | $5,481-28.5% | $7,298-46.3% | $3,607+8.7% |
| Admin fee / account holder | $7,619 | $7,972-4.4% | $10,843-29.7% | $5,124+48.7% |