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 | $71,357 | $77,145-7.5% | $108,410-34.2% | $85,850-16.9% |
| Participation rate | 98.3% | 74.7%+23.7pp | 80.1%+18.2pp | 69.3%+29.0pp |
| Annual return | 16.02% | 44.54%-28.5pp | 905.27%-889.3pp | 318.53%-302.5pp |
| Employer contribution / active EE | $3,666 | $2,379+54.1% | $3,558+3.0% | $2,565+42.9% |
| Participant deferral / active EE | $5,965 | $5,566+7.2% | $6,563-9.1% | $3,952+50.9% |
| Admin fee / account holder | $4,515 | $5,172-12.7% | $7,295-38.1% | $6,260-27.9% |