Filed May 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 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 | $84,318 | $77,503+8.8% | $100,391-16.0% | $80,856+4.3% |
| Participation rate | 87.7% | 76.9%+10.7pp | 81.5%+6.2pp | 67.6%+20.0pp |
| Annual return | 16.40% | 37.20%-20.8pp | 49.20%-32.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,975 | $2,801+77.6% | $3,942+26.2% | $2,755+80.6% |
| Participant deferral / active EE | $9,574 | $6,820+40.4% | $8,082+18.5% | $4,296+122.9% |
| Admin fee / account holder | $4,749 | $5,897-19.5% | $7,899-39.9% | $6,918-31.4% |