Filed April 19, 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 7-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 | $70,839 | $158,398-55.3% | $126,539-44.0% | $142,382-50.2% |
| Participation rate | 76.9% | 75.8%+1.1pp | 69.8%+7.1pp | 80.1%-3.2pp |
| Annual return | 14.68% | 593.76%-579.1pp | 425.95%-411.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,058 | $4,650-12.7% | $3,674+10.4% | $4,299-5.6% |
| Participant deferral / active EE | $5,443 | $4,767+14.2% | $4,083+33.3% | $6,507-16.4% |
| Admin fee / account holder | $4,793 | $6,918-30.7% | $6,065-21.0% | $12,624-62.0% |