Filed February 29, 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 | $59,851 | $72,277-17.2% | $101,248-40.9% | $79,858-25.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 45.28% | 22.30%+23.0pp | 46.47%-1.2pp | 31.71%+13.6pp |
| Employer contribution / active EE | $2,373 | $2,692-11.9% | $3,660-35.2% | $2,471-4.0% |
| Participant deferral / active EE | $4,397 | $3,282+34.0% | $4,370+0.6% | $3,740+17.6% |
| Admin fee / account holder | $747 | $4,400-83.0% | $5,945-87.4% | $5,306-85.9% |