Filed December 29, 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 | $212,457 | $201,272+5.6% | $184,203+15.3% | $145,922+45.6% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 13.10% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $5,035 | $7,022-28.3% | $6,427-21.7% | $4,660+8.1% |
| Participant deferral / active EE | $12,590 | $9,806+28.4% | $9,131+37.9% | $6,688+88.3% |
| Admin fee / account holder | $2,889 | $16,364-82.3% | $13,901-79.2% | $13,397-78.4% |