Filed January 22, 2024 (most recent of 2 filings on file)
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 | $151,505 | $148,978+1.7% | $200,582-24.5% | $84,808+78.6% |
| Participation rate | 90.2% | 84.2%+6.0pp | 86.9%+3.4pp | 68.3%+21.9pp |
| Annual return | 26.05% | 28.16%-2.1pp | 42.33%-16.3pp | 40.90%-14.8pp |
| Employer contribution / active EE | $2,329 | $4,815-51.6% | $6,419-63.7% | $2,631-11.5% |
| Participant deferral / active EE | $11,207 | $7,142+56.9% | $9,331+20.1% | $4,212+166.1% |
| Admin fee / account holder | $2,508 | $13,977-82.1% | $16,305-84.6% | $7,344-65.8% |