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 | $64,238 | $72,277-11.1% | $101,248-36.6% | $79,858-19.6% |
| Participation rate | 90.7% | 68.5%+22.2pp | 75.8%+14.9pp | 69.6%+21.1pp |
| Annual return | 14.82% | 22.30%-7.5pp | 46.47%-31.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $9,714 | $2,692+260.9% | $3,660+165.4% | $2,471+293.2% |
| Participant deferral / active EE | $5,229 | $3,282+59.3% | $4,370+19.7% | $3,740+39.8% |
| Admin fee / account holder | $826 | $4,400-81.2% | $5,945-86.1% | $5,306-84.4% |