Filed January 11, 2023
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,950 | $60,892+59.2% | $82,389+17.7% | $84,808+14.3% |
| Participation rate | 57.5% | 63.3%-5.8pp | 69.5%-12.0pp | 68.3%-10.8pp |
| Annual return | 13.42% | 37.29%-23.9pp | 28.67%-15.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,597 | $1,779-10.2% | $2,517-36.5% | $2,631-39.3% |
| Participant deferral / active EE | $3,899 | $3,179+22.7% | $4,155-6.2% | $4,212-7.4% |
| Admin fee / account holder | $12,445 | $5,467+127.6% | $7,231+72.1% | $7,344+69.5% |