Filed June 27, 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 | $68,883 | $81,460-15.4% | $103,333-33.3% | $80,856-14.8% |
| Participation rate | 81.6% | 66.8%+14.7pp | 74.5%+7.1pp | 67.6%+13.9pp |
| Annual return | 13.07% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $13,038 | $3,105+319.9% | $3,868+237.1% | $2,755+373.3% |
| Participant deferral / active EE | $7,720 | $3,869+99.6% | $5,057+52.6% | $4,296+79.7% |
| Admin fee / account holder | $9,594 | $6,566+46.1% | $8,355+14.8% | $6,918+38.7% |