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 | $111,191 | $64,324+72.9% | $118,925-6.5% | $79,858+39.2% |
| Participation rate | 78.3% | 64.9%+13.4pp | 75.4%+2.9pp | 69.6%+8.6pp |
| Annual return | 15.64% | 86.45%-70.8pp | 35.88%-20.2pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,765 | $1,836-3.9% | $3,263-45.9% | $2,471-28.6% |
| Participant deferral / active EE | $5,047 | $2,824+78.7% | $4,265+18.3% | $3,740+34.9% |
| Admin fee / account holder | $682 | $4,040-83.1% | $6,581-89.6% | $5,306-87.2% |