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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,266 | $72,277-22.2% | $101,248-44.4% | $79,858-29.5% |
| Participation rate | 89.7% | 68.5%+21.2pp | 75.8%+13.8pp | 69.6%+20.0pp |
| Annual return | 13.17% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $7,797 | $2,692+189.7% | $3,660+113.1% | $2,471+215.6% |
| Participant deferral / active EE | $3,606 | $3,282+9.9% | $4,370-17.5% | $3,740-3.6% |
| Admin fee / account holder | $5,277 | $4,400+19.9% | $5,945-11.2% | $5,306-0.6% |