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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,014 | $91,407-52.9% | $135,903-68.3% | $71,457-39.8% |
| Participation rate | 89.9% | 75.7%+14.3pp | 81.9%+8.0pp | 67.9%+22.0pp |
| Annual return | 32.67% | 29.90%+2.8pp | 68.23%-35.6pp | 28.85%+3.8pp |
| Employer contribution / active EE | $2,815 | $3,703-24.0% | $4,856-42.0% | $2,588+8.8% |
| Participant deferral / active EE | $15,733 | $7,092+121.8% | $7,758+102.8% | $4,289+266.8% |
| Admin fee / account holder | $1,629 | $1,266+28.7% | $10,762-84.9% | $1,587+2.6% |