Filed November 6, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,008 | $185,200-78.4% | $142,863-72.0% | $167,490-76.1% |
| Participation rate | 78.6% | 78.4%+0.1pp | 71.9%+6.6pp | 82.1%-3.5pp |
| Annual return | 36.56% | 8555.70%-8519.1pp | 5637.54%-5601.0pp | 478.56%-442.0pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,003 | $4,494+33.6% | $3,837+56.5% | $6,341-5.3% |
| Admin fee / account holder | $1,578 | $8,031-80.4% | $6,560-75.9% | $12,309-87.2% |