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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $97,168 | $228,332-57.4% | $185,823-47.7% | $158,922-38.9% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 15.35% | 40.80%-25.5pp | 35.95%-20.6pp | 302.83%-287.5pp |
| Employer contribution / active EE | $301 | $4,967-93.9% | $4,087-92.6% | $4,761-93.7% |
| Participant deferral / active EE | $3,556 | $6,415-44.6% | $5,632-36.9% | $5,982-40.6% |
| Admin fee / account holder | $8,339 | $11,864-29.7% | $9,500-12.2% | $11,246-25.8% |