Filed May 14, 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 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.
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 | $45,177 | $65,365-30.9% | $92,893-51.4% | $72,985-38.1% |
| Participation rate | 88.2% | 68.3%+19.9pp | 76.0%+12.2pp | 69.5%+18.7pp |
| Annual return | 25.72% | 42.10%-16.4pp | 109.41%-83.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $4,931 | $2,594+90.1% | $3,653+35.0% | $2,440+102.1% |
| Participant deferral / active EE | $4,197 | $3,128+34.2% | $4,236-0.9% | $3,607+16.4% |
| Admin fee / account holder | $1,513 | $4,251-64.4% | $5,794-73.9% | $5,124-70.5% |