Filed November 7, 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.
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 | $31,447 | $84,233-62.7% | $170,442-81.5% | $70,131-55.2% |
| Participation rate | 76.4% | 70.8%+5.5pp | 83.6%-7.2pp | 69.5%+6.8pp |
| Annual return | 12.44% | 23.06%-10.6pp | 205.93%-193.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $851 | $3,387-74.9% | $5,433-84.3% | $2,342-63.7% |
| Participant deferral / active EE | $3,262 | $3,086+5.7% | $4,939-34.0% | $3,332-2.1% |
| Admin fee / account holder | $4,076 | $5,698-28.5% | $13,880-70.6% | $4,645-12.3% |