Filed February 2, 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 7-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 | $105,997 | $105,181+0.8% | $159,436-33.5% | $85,850+23.5% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.8%+11.5pp | 69.3%+25.0pp |
| Annual return | 17.35% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.2pp |
| Employer contribution / active EE | $9,822 | $3,318+196.0% | $4,829+103.4% | $2,565+282.9% |
| Participant deferral / active EE | $7,633 | $5,945+28.4% | $7,352+3.8% | $3,952+93.2% |
| Admin fee / account holder | $782 | $6,933-88.7% | $10,799-92.8% | $6,260-87.5% |