Filed January 31, 2025
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 | $271,917 | $105,931+156.7% | $81,930+231.9% | $158,922+71.1% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 58.70% | 38.17%+20.5pp | 29.49%+29.2pp | 302.83%-244.1pp |
| Employer contribution / active EE | $1,436 | $7,800-81.6% | $4,310-66.7% | $4,761-69.8% |
| Participant deferral / active EE | $5,439 | $13,003-58.2% | $7,107-23.5% | $5,982-9.1% |
| Admin fee / account holder | $8,809 | $8,489+3.8% | $5,158+70.8% | $11,246-21.7% |