Filed November 26, 2024 (most recent of 2 filings on file)
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 | $42,062 | $57,354-26.7% | $83,848-49.8% | $64,186-34.5% |
| Participation rate | 90.2% | 68.6%+21.6pp | 76.1%+14.1pp | 69.6%+20.7pp |
| Annual return | 10.99% | 11.38%-0.4pp | 850.88%-839.9pp | 7.63%+3.4pp |
| Employer contribution / active EE | $7,928 | $2,545+211.5% | $3,631+118.3% | $2,381+233.0% |
| Participant deferral / active EE | $3,655 | $2,993+22.1% | $4,082-10.5% | $3,470+5.3% |
| Admin fee / account holder | $4,458 | $4,046+10.2% | $5,478-18.6% | $4,888-8.8% |