Filed January 21, 2025
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 5-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 | $26,520 | $82,664-67.9% | $125,339-78.8% | $68,494-61.3% |
| Participation rate | 85.1% | 75.0%+10.1pp | 82.4%+2.7pp | 67.9%+17.2pp |
| Annual return | 0.53% | -5.97%+6.5pp | 572.05%-571.5pp | -7.84%+8.4pp |
| Employer contribution / active EE | $2,782 | $3,381-17.7% | $4,814-42.2% | $2,596+7.1% |
| Participant deferral / active EE | $12,872 | $6,110+110.7% | $7,446+72.9% | $4,027+219.6% |
| Admin fee / account holder | $825 | $6,275-86.9% | $10,010-91.8% | $5,403-84.7% |