Filed July 31, 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 4-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 | $33,620 | $158,398-78.8% | $126,539-73.4% | $142,382-76.4% |
| Participation rate | 93.8% | 75.8%+17.9pp | 69.8%+23.9pp | 80.1%+13.6pp |
| Annual return | 26.89% | 593.76%-566.9pp | 425.95%-399.1pp | 217.08%-190.2pp |
| Employer contribution / active EE | $4,270 | $4,650-8.2% | $3,674+16.2% | $4,299-0.7% |
| Participant deferral / active EE | $7,027 | $4,767+47.4% | $4,083+72.1% | $6,507+8.0% |
| Admin fee / account holder | $2,656 | $6,918-61.6% | $6,065-56.2% | $12,624-79.0% |