Filed October 30, 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.)
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 | $86,763 | $148,978-41.8% | $200,582-56.7% | $84,808+2.3% |
| Participation rate | 93.2% | 84.2%+9.0pp | 86.9%+6.3pp | 68.3%+24.9pp |
| Annual return | 16.96% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,132 | $4,815-35.0% | $6,419-51.2% | $2,631+19.0% |
| Participant deferral / active EE | $3,448 | $7,142-51.7% | $9,331-63.0% | $4,212-18.1% |
| Admin fee / account holder | $7,901 | $13,977-43.5% | $16,305-51.5% | $7,344+7.6% |