Filed October 3, 2023 (most recent of 2 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 | $30,417 | $102,317-70.3% | $146,958-79.3% | $80,856-62.4% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.2%+3.2pp | 67.6%+17.7pp |
| Annual return | 12.86% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,219 | $3,713-13.3% | $4,933-34.7% | $2,755+16.9% |
| Participant deferral / active EE | $3,427 | $6,644-48.4% | $8,070-57.5% | $4,296-20.2% |
| Admin fee / account holder | $3,359 | $7,941-57.7% | $12,998-74.2% | $6,918-51.4% |