Filed August 2, 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 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.
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 | $15,377 | $80,717-80.9% | $154,803-90.1% | $84,808-81.9% |
| Participation rate | 82.8% | 66.8%+15.9pp | 78.1%+4.7pp | 68.3%+14.4pp |
| Annual return | 14.36% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,014 | $2,761-63.3% | $4,305-76.5% | $2,631-61.5% |
| Participant deferral / active EE | $1,263 | $3,303-61.8% | $5,540-77.2% | $4,212-70.0% |
| Admin fee / account holder | $2,374 | $6,746-64.8% | $14,329-83.4% | $7,344-67.7% |