Filed March 14, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,638 | $86,944-51.0% | $107,525-60.3% | $74,304-42.6% |
| Participation rate | 99.1% | 59.6%+39.5pp | 75.1%+24.0pp | 60.3%+38.7pp |
| Annual return | 64.81% | 23.52%+41.3pp | 181.32%-116.5pp | 29.43%+35.4pp |
| Employer contribution / active EE | $11,211 | $2,757+306.7% | $3,754+198.7% | $2,241+400.2% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |