Filed December 6, 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 9-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,863 | $104,475-68.5% | $159,436-79.4% | $79,386-58.6% |
| Participation rate | 75.9% | 76.6%-0.8pp | 82.8%-7.0pp | 70.7%+5.2pp |
| Annual return | 19.43% | 67.95%-48.5pp | 263.57%-244.1pp | 116.85%-97.4pp |
| Employer contribution / active EE | $2,147 | $3,417-37.2% | $4,829-55.5% | $2,427-11.6% |
| Participant deferral / active EE | $5,722 | $6,467-11.5% | $7,352-22.2% | $4,046+41.4% |
| Admin fee / account holder | $3,020 | $711+324.6% | $10,799-72.0% | $626+382.1% |