Filed October 25, 2023 (most recent of 3 filings on file)
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 | $59,918 | $48,795+22.8% | $65,493-8.5% | $84,808-29.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 15.02% | 20.20%-5.2pp | 982.45%-967.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,330 | $1,930+72.6% | $2,574+29.4% | $2,631+26.6% |
| Participant deferral / active EE | $5,060 | $2,928+72.8% | $3,961+27.7% | $4,212+20.1% |
| Admin fee / account holder | $3,846 | $3,877-0.8% | $5,028-23.5% | $7,344-47.6% |