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 | $28,711 | $60,022-52.2% | $88,946-67.7% | $84,808-66.1% |
| Participation rate | 87.0% | 57.8%+29.1pp | 68.8%+18.1pp | 68.3%+18.6pp |
| Annual return | 21.81% | 22.43%-0.6pp | 57.82%-36.0pp | 40.90%-19.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,102 | $3,114+31.8% | $4,581-10.5% | $4,212-2.6% |
| Admin fee / account holder | $3,896 | $4,811-19.0% | $8,261-52.8% | $7,344-47.0% |