Filed August 3, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,756 | $57,354-56.8% | $83,848-70.5% | $64,186-61.4% |
| Participation rate | 98.7% | 68.6%+30.1pp | 76.1%+22.6pp | 69.6%+29.1pp |
| Annual return | -7.20% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $5,378 | $2,545+111.3% | $3,631+48.1% | $2,381+125.9% |
| Participant deferral / active EE | $1,939 | $2,993-35.2% | $4,082-52.5% | $3,470-44.1% |
| Admin fee / account holder | $773 | $4,046-80.9% | $5,478-85.9% | $4,888-84.2% |