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 | $92,964 | $92,222+0.8% | $76,768+21.1% | $135,375-31.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.19% | 5.46%-6.7pp | 2.43%-3.6pp | 519.73%-520.9pp |
| Employer contribution / active EE | $5,886 | $3,216+83.0% | $2,485+136.8% | $4,779+23.2% |
| Participant deferral / active EE | $6,802 | $4,509+50.9% | $3,852+76.6% | $5,609+21.3% |
| Admin fee / account holder | $5,101 | $10,748-52.5% | $6,675-23.6% | $10,827-52.9% |