Filed August 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,228 | $95,803-13.1% | $113,168-26.5% | $84,808-1.9% |
| Participation rate | 77.1% | 72.9%+4.3pp | 76.6%+0.6pp | 68.3%+8.8pp |
| Annual return | 11.82% | 25.00%-13.2pp | 24.27%-12.4pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,210 | $2,360-6.4% | $2,975-25.7% | $2,631-16.0% |
| Participant deferral / active EE | $4,418 | $4,242+4.1% | $5,107-13.5% | $4,212+4.9% |
| Admin fee / account holder | $7,942 | $8,989-11.6% | $12,068-34.2% | $7,344+8.1% |