Filed January 4, 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 8-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 | $30,507 | $56,114-45.6% | $96,139-68.3% | $85,850-64.5% |
| Participation rate | 97.0% | 56.7%+40.2pp | 68.4%+28.5pp | 69.3%+27.7pp |
| Annual return | 44.90% | 42.30%+2.6pp | 191.94%-147.0pp | 318.53%-273.6pp |
| Employer contribution / active EE | $5,152 | $1,620+218.1% | $2,797+84.2% | $2,565+100.9% |
| Participant deferral / active EE | $7,156 | $2,859+150.3% | $4,349+64.6% | $3,952+81.1% |
| Admin fee / account holder | $1,654 | $3,768-56.1% | $5,537-70.1% | $6,260-73.6% |