Filed September 28, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,782 | $64,909-46.4% | $82,313-57.7% | $62,292-44.2% |
| Participation rate | 61.9% | 74.9%-13.0pp | 76.9%-15.0pp | 69.5%-7.6pp |
| Annual return | 19.80% | 21.18%-1.4pp | 25.88%-6.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,519 | $1,676-9.4% | $2,428-37.5% | $2,042-25.6% |
| Participant deferral / active EE | $3,247 | $3,103+4.6% | $3,706-12.4% | $3,169+2.5% |
| Admin fee / account holder | $154 | $440-65.0% | $5,608-97.3% | $479-67.9% |