Filed April 19, 2024
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 | $99,268 | $102,966-3.6% | $90,281+10.0% | $152,861-35.1% |
| Participation rate | 82.6% | 75.9%+6.7pp | 73.3%+9.3pp | 82.4%+0.2pp |
| Annual return | 20.36% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-325.0pp |
| Employer contribution / active EE | $12,520 | $3,139+298.9% | $2,854+338.6% | $4,762+162.9% |
| Participant deferral / active EE | $4,832 | $4,281+12.9% | $3,885+24.4% | $5,850-17.4% |
| Admin fee / account holder | $2,050 | $6,171-66.8% | $5,351-61.7% | $11,596-82.3% |