Filed January 29, 2025 (most recent of 3 filings on file)
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.
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 | $94,072 | $58,208+61.6% | $81,812+15.0% | $80,856+16.3% |
| Participation rate | 67.9% | 63.4%+4.5pp | 72.3%-4.4pp | 67.6%+0.3pp |
| Annual return | 32.25% | 41.66%-9.4pp | 773.79%-741.5pp | 35.59%-3.3pp |
| Employer contribution / active EE | $2,951 | $2,340+26.1% | $2,912+1.3% | $2,755+7.1% |
| Participant deferral / active EE | $5,316 | $3,281+62.0% | $4,319+23.1% | $4,296+23.7% |
| Admin fee / account holder | $4,924 | $4,981-1.1% | $7,386-33.3% | $6,918-28.8% |