Filed October 22, 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 | $47,219 | $91,190-48.2% | $178,490-73.5% | $79,858-40.9% |
| Participation rate | 97.2% | 69.2%+28.0pp | 81.9%+15.3pp | 69.6%+27.6pp |
| Annual return | 19.38% | 24.19%-4.8pp | 151.07%-131.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $3,708 | $3,256+13.9% | $5,011-26.0% | $2,471+50.1% |
| Participant deferral / active EE | $7,697 | $3,236+137.8% | $5,202+48.0% | $3,740+105.8% |
| Admin fee / account holder | $4,517 | $6,751-33.1% | $13,984-67.7% | $5,306-14.9% |