Filed April 2, 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 | $147,653 | $102,317+44.3% | $146,958+0.5% | $80,856+82.6% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 16.03% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $3,895 | $3,713+4.9% | $4,933-21.0% | $2,755+41.4% |
| Participant deferral / active EE | $8,810 | $6,644+32.6% | $8,070+9.2% | $4,296+105.1% |
| Admin fee / account holder | $987 | $7,941-87.6% | $12,998-92.4% | $6,918-85.7% |