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 9-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 | $59,695 | $165,335-63.9% | $149,696-60.1% | $158,922-62.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 20.55% | 348.15%-327.6pp | 276.60%-256.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $910 | $5,103-82.2% | $4,644-80.4% | $4,761-80.9% |
| Participant deferral / active EE | $5,532 | $7,181-23.0% | $6,842-19.1% | $5,982-7.5% |
| Admin fee / account holder | $625 | $10,807-94.2% | $9,309-93.3% | $11,246-94.4% |