Filed May 23, 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 4-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 | $40,564 | $127,386-68.2% | $115,037-64.7% | $125,391-67.6% |
| Participation rate | 95.0% | 84.2%+10.8pp | 81.4%+13.6pp | 83.2%+11.8pp |
| Annual return | -1.87% | 31.28%-33.1pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $3,119 | $5,166-39.6% | $4,608-32.3% | $4,866-35.9% |
| Participant deferral / active EE | $6,846 | $6,423+6.6% | $6,026+13.6% | $5,352+27.9% |
| Admin fee / account holder | $4,740 | $9,516-50.2% | $8,175-42.0% | $9,540-50.3% |