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 | $95,995 | $137,414-30.1% | $189,513-49.3% | $85,850+11.8% |
| Participation rate | 84.4% | 84.6%-0.2pp | 87.8%-3.4pp | 69.3%+15.1pp |
| Annual return | 14.71% | 38.14%-23.4pp | 555.15%-540.4pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,432 | $4,344-67.0% | $6,162-76.8% | $2,565-44.2% |
| Participant deferral / active EE | $8,713 | $6,260+39.2% | $8,221+6.0% | $3,952+120.5% |
| Admin fee / account holder | $399 | $8,630-95.4% | $12,045-96.7% | $6,260-93.6% |