Filed January 22, 2025 (most recent of 5 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 | $93,182 | $58,851+58.3% | $115,157-19.1% | $72,985+27.7% |
| Participation rate | 87.9% | 65.5%+22.4pp | 75.9%+12.0pp | 69.5%+18.4pp |
| Annual return | 19.50% | 23.16%-3.7pp | 35.60%-16.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,109 | $1,798+17.3% | $3,179-33.7% | $2,440-13.6% |
| Participant deferral / active EE | $5,746 | $2,643+117.4% | $4,168+37.8% | $3,607+59.3% |
| Admin fee / account holder | $1,975 | $6,370-69.0% | $7,088-72.1% | $5,124-61.5% |