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 | $60,545 | $78,422-22.8% | $95,952-36.9% | $79,858-24.2% |
| Participation rate | 75.7% | 73.5%+2.2pp | 77.1%-1.4pp | 69.6%+6.0pp |
| Annual return | 1.45% | 19.37%-17.9pp | 91.61%-90.2pp | 31.71%-30.3pp |
| Employer contribution / active EE | $1,624 | $1,945-16.5% | $2,541-36.1% | $2,471-34.3% |
| Participant deferral / active EE | $3,182 | $3,440-7.5% | $4,167-23.6% | $3,740-14.9% |
| Admin fee / account holder | $571 | $5,622-89.9% | $6,795-91.6% | $5,306-89.2% |