Filed January 17, 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 | $58,320 | $57,354+1.7% | $83,848-30.4% | $64,186-9.1% |
| Participation rate | 70.2% | 68.6%+1.6pp | 76.1%-5.9pp | 69.6%+0.6pp |
| Annual return | -4.23% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $603 | $2,545-76.3% | $3,631-83.4% | $2,381-74.7% |
| Participant deferral / active EE | $3,923 | $2,993+31.1% | $4,082-3.9% | $3,470+13.1% |
| Admin fee / account holder | $7,890 | $4,046+95.0% | $5,478+44.0% | $4,888+61.4% |