Filed December 27, 2024 (most recent of 3 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,654 | $96,305+317.1% | $80,569+398.5% | $139,434+188.1% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 18.29% | 1350.08%-1331.8pp | 935.43%-917.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $15,672 | $3,262+380.4% | $2,723+475.4% | $4,751+229.9% |
| Participant deferral / active EE | $16,293 | $5,232+211.4% | $4,447+266.3% | $6,710+142.8% |
| Admin fee / account holder | $29,488 | $6,599+346.9% | $5,377+448.4% | $11,403+158.6% |