Filed January 15, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,522 | $52,406-68.5% | $129,207-87.2% | $74,495-77.8% |
| Participation rate | 98.5% | 53.8%+44.7pp | 69.6%+28.9pp | 67.2%+31.3pp |
| Annual return | 11.94% | 15.66%-3.7pp | 9417.33%-9405.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,120 | $1,531+38.5% | $4,153-49.0% | $2,623-19.2% |
| Participant deferral / active EE | $2,706 | $2,794-3.2% | $4,168-35.1% | $4,346-37.7% |
| Admin fee / account holder | $8 | $2,633-99.7% | $7,715-99.9% | $1,942-99.6% |