Filed October 9, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,065 | $58,778-6.3% | $129,207-57.4% | $77,643-29.1% |
| Participation rate | 34.4% | 59.2%-24.9pp | 69.6%-35.3pp | 70.6%-36.2pp |
| Annual return | 13.67% | 24.73%-11.1pp | 9417.33%-9403.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $782 | $1,952-60.0% | $4,153-81.2% | $2,726-71.3% |
| Participant deferral / active EE | $1,509 | $3,212-53.0% | $4,168-63.8% | $4,647-67.5% |
| Admin fee / account holder | $19,087 | $589+3138.2% | $7,715+147.4% | $430+4334.6% |