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.)
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 | $58,693 | $72,492-19.0% | $87,100-32.6% | $72,985-19.6% |
| Participation rate | 76.3% | 72.8%+3.5pp | 76.9%-0.6pp | 69.5%+6.8pp |
| Annual return | 23.47% | 24.46%-1.0pp | 28.19%-4.7pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,704 | $1,894-10.0% | $2,521-32.4% | $2,440-30.2% |
| Participant deferral / active EE | $3,189 | $3,270-2.5% | $4,049-21.2% | $3,607-11.6% |
| Admin fee / account holder | $1,964 | $5,055-61.1% | $7,497-73.8% | $5,124-61.7% |