Filed May 22, 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 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,824 | $73,867-90.8% | $143,757-95.3% | $68,494-90.0% |
| Participation rate | 88.0% | 66.7%+21.3pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | 48.84% | 1.01%+47.8pp | -0.04%+48.9pp | -7.84%+56.7pp |
| Employer contribution / active EE | $730 | $3,184-77.1% | $4,951-85.3% | $2,596-71.9% |
| Participant deferral / active EE | $3,724 | $3,384+10.0% | $5,637-33.9% | $4,027-7.5% |
| Admin fee / account holder | $832 | $5,755-85.5% | $14,673-94.3% | $5,403-84.6% |