Filed May 6, 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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,749 | $78,672+256.9% | $109,143+157.2% | $85,850+227.0% |
| Participation rate | 31.9% | 68.3%-36.4pp | 75.9%-44.0pp | 69.3%-37.4pp |
| Annual return | 149.18% | 25.09%+124.1pp | 25.75%+123.4pp | 318.53%-169.4pp |
| Employer contribution / active EE | $2,617 | $2,735-4.3% | $3,722-29.7% | $2,565+2.0% |
| Participant deferral / active EE | $3,534 | $3,467+1.9% | $4,653-24.1% | $3,952-10.6% |
| Admin fee / account holder | $30,881 | $5,469+464.6% | $6,752+357.3% | $6,260+393.3% |