Filed February 15, 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 | $89,096 | $95,803-7.0% | $113,168-21.3% | $84,808+5.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 28.23% | 25.00%+3.2pp | 24.27%+4.0pp | 40.90%-12.7pp |
| Employer contribution / active EE | $6,555 | $2,360+177.7% | $2,975+120.3% | $2,631+149.1% |
| Participant deferral / active EE | $5,652 | $4,242+33.2% | $5,107+10.7% | $4,212+34.2% |
| Admin fee / account holder | $7,852 | $8,989-12.7% | $12,068-34.9% | $7,344+6.9% |