Filed October 26, 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 3-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 | $79,755 | $117,841-32.3% | $102,423-22.1% | $145,922-45.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 13.72% | 31.65%-17.9pp | 29.32%-15.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,358 | $3,615-34.8% | $3,023-22.0% | $4,660-49.4% |
| Participant deferral / active EE | $7,187 | $5,731+25.4% | $5,053+42.2% | $6,688+7.5% |
| Admin fee / account holder | $1,287 | $13,326-90.3% | $9,451-86.4% | $13,397-90.4% |