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 | $91,346 | $112,096-18.5% | $95,952-4.8% | $158,922-42.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.67% | 171.09%-162.4pp | 91.61%-82.9pp | 302.83%-294.2pp |
| Employer contribution / active EE | $4,678 | $3,198+46.3% | $2,541+84.1% | $4,761-1.7% |
| Participant deferral / active EE | $5,257 | $4,784+9.9% | $4,167+26.2% | $5,982-12.1% |
| Admin fee / account holder | $5,433 | $10,130-46.4% | $6,795-20.0% | $11,246-51.7% |