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 9-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 | $82,387 | $81,208+1.5% | $98,907-16.7% | $79,858+3.2% |
| Participation rate | 87.5% | 72.5%+15.0pp | 76.0%+11.5pp | 69.6%+17.9pp |
| Annual return | 20.97% | 60.99%-40.0pp | 196.43%-175.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $4,261 | $1,960+117.5% | $2,689+58.5% | $2,471+72.5% |
| Participant deferral / active EE | $8,267 | $3,265+153.2% | $4,244+94.8% | $3,740+121.0% |
| Admin fee / account holder | $11,237 | $6,013+86.9% | $6,642+69.2% | $5,306+111.8% |