Filed July 1, 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 6-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,140 | $65,409-72.3% | $98,442-81.6% | $85,850-78.9% |
| Participation rate | 43.2% | 65.0%-21.8pp | 73.3%-30.1pp | 69.3%-26.1pp |
| Annual return | 173.45% | 21.76%+151.7pp | 1492.73%-1319.3pp | 318.53%-145.1pp |
| Employer contribution / active EE | $1,888 | $2,168-12.9% | $2,960-36.2% | $2,565-26.4% |
| Participant deferral / active EE | $1,970 | $3,166-37.8% | $4,276-53.9% | $3,952-50.1% |
| Admin fee / account holder | $313 | $4,593-93.2% | $5,949-94.7% | $6,260-95.0% |