Filed April 9, 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 6-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 | $37,192 | $98,750-62.3% | $149,696-75.2% | $79,858-53.4% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.5%-10.0pp | 69.6%+2.9pp |
| Annual return | 88.21% | 27.43%+60.8pp | 276.60%-188.4pp | 31.71%+56.5pp |
| Employer contribution / active EE | $4,219 | $3,216+31.2% | $4,644-9.2% | $2,471+70.8% |
| Participant deferral / active EE | $8,102 | $5,680+42.6% | $6,842+18.4% | $3,740+116.6% |
| Admin fee / account holder | $5,891 | $6,053-2.7% | $9,309-36.7% | $5,306+11.0% |