Filed April 9, 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 6-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,455 | $84,487-49.7% | $125,339-66.1% | $66,914-36.6% |
| Participation rate | 79.6% | 76.4%+3.2pp | 82.4%-2.7pp | 69.8%+9.8pp |
| Annual return | 1.41% | -8.39%+9.8pp | 572.05%-570.6pp | 1.58%-0.2pp |
| Employer contribution / active EE | $4,207 | $3,553+18.4% | $4,814-12.6% | $2,544+65.4% |
| Participant deferral / active EE | $8,198 | $6,781+20.9% | $7,446+10.1% | $4,237+93.5% |
| Admin fee / account holder | $1,016 | $685+48.3% | $10,010-89.9% | $593+71.2% |