Filed July 18, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,898 | $81,248-75.5% | $155,509-87.2% | $80,856-75.4% |
| Participation rate | 17.6% | 66.2%-48.6pp | 78.2%-60.5pp | 67.6%-50.0pp |
| Annual return | 11.57% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $222 | $3,100-92.8% | $4,672-95.3% | $2,755-91.9% |
| Participant deferral / active EE | $1,017 | $3,452-70.5% | $5,626-81.9% | $4,296-76.3% |
| Admin fee / account holder | $229 | $7,997-97.1% | $15,912-98.6% | $6,918-96.7% |