Filed July 29, 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 7-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,386 | $109,817-92.4% | $98,442-91.5% | $167,490-95.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.21% | 1956.69%-1947.5pp | 1492.73%-1483.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $335 | $3,224-89.6% | $2,960-88.7% | $4,837-93.1% |
| Participant deferral / active EE | $5,495 | $4,673+17.6% | $4,276+28.5% | $6,341-13.3% |
| Admin fee / account holder | $2,832 | $6,753-58.1% | $5,949-52.4% | $12,309-77.0% |