Filed July 10, 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 | $89,931 | $105,998-15.2% | $92,233-2.5% | $147,584-39.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 32.35% | 50.05%-17.7pp | 176.28%-143.9pp | 578.55%-546.2pp |
| Employer contribution / active EE | $9,319 | $4,333+115.1% | $3,679+153.3% | $4,876+91.1% |
| Participant deferral / active EE | $4,970 | $4,478+11.0% | $3,897+27.6% | $5,439-8.6% |
| Admin fee / account holder | $469 | $6,332-92.6% | $5,194-91.0% | $10,885-95.7% |