Filed September 18, 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 | $87,584 | $226,064-61.3% | $182,532-52.0% | $152,861-42.7% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.0%+16.1pp | 82.4%+11.7pp |
| Annual return | 19.16% | 192.51%-173.3pp | 148.54%-129.4pp | 345.32%-326.2pp |
| Employer contribution / active EE | $932 | $4,978-81.3% | $4,076-77.1% | $4,762-80.4% |
| Participant deferral / active EE | $6,056 | $6,368-4.9% | $5,524+9.6% | $5,850+3.5% |
| Admin fee / account holder | $12,592 | $10,703+17.7% | $8,592+46.6% | $11,596+8.6% |