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 | $45,212 | $123,793-63.5% | $177,821-74.6% | $79,858-43.4% |
| Participation rate | 79.6% | 84.7%-5.1pp | 87.7%-8.1pp | 69.6%+10.0pp |
| Annual return | 20.73% | 22.82%-2.1pp | 48.32%-27.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $4,161 | $4,095+1.6% | $5,918-29.7% | $2,471+68.4% |
| Participant deferral / active EE | $4,141 | $5,956-30.5% | $7,714-46.3% | $3,740+10.7% |
| Admin fee / account holder | $1,338 | $7,243-81.5% | $12,427-89.2% | $5,306-74.8% |