Filed April 22, 2023
Total covered: 4 employees
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 6-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 | $39,278 | $81,248-51.7% | $155,509-74.7% | $80,856-51.4% |
| Participation rate | 92.5% | 66.2%+26.3pp | 78.2%+14.3pp | 67.6%+24.9pp |
| Annual return | 13.42% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $7,767 | $3,100+150.5% | $4,672+66.2% | $2,755+181.9% |
| Participant deferral / active EE | $11,341 | $3,452+228.6% | $5,626+101.6% | $4,296+164.0% |
| Admin fee / account holder | $1,328 | $7,997-83.4% | $15,912-91.7% | $6,918-80.8% |