Filed October 24, 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 | $50,084 | $72,404-30.8% | $110,238-54.6% | $64,186-22.0% |
| Participation rate | 82.8% | 73.3%+9.5pp | 79.8%+3.0pp | 69.6%+13.2pp |
| Annual return | -1.06% | -6.29%+5.2pp | 314.74%-315.8pp | 7.63%-8.7pp |
| Employer contribution / active EE | $2,781 | $2,282+21.9% | $3,826-27.3% | $2,381+16.8% |
| Participant deferral / active EE | $3,931 | $3,469+13.3% | $4,672-15.9% | $3,470+13.3% |
| Admin fee / account holder | $5,372 | $5,664-5.2% | $8,547-37.1% | $4,888+9.9% |