Filed December 19, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $90,800 | $105,181-13.7% | $159,436-43.0% | $85,850+5.8% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.8%+15.1pp | 69.3%+28.6pp |
| Annual return | 14.22% | 45.07%-30.9pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $12,245 | $3,318+269.0% | $4,829+153.5% | $2,565+377.4% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,833 | $6,933+41.8% | $10,799-8.9% | $6,260+57.1% |