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 | $65,264 | $80,968-19.4% | $96,544-32.4% | $75,163-13.2% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 11.52% | 27.06%-15.5pp | 25.84%-14.3pp | 160.62%-149.1pp |
| Employer contribution / active EE | $2,273 | $2,282-0.4% | $2,965-23.3% | $2,670-14.8% |
| Participant deferral / active EE | $4,506 | $3,928+14.7% | $4,851-7.1% | $4,125+9.2% |
| Admin fee / account holder | $7,311 | $6,724+8.7% | $8,252-11.4% | $5,651+29.4% |