Filed October 10, 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 | $26,492 | $57,016-53.5% | $84,966-68.8% | $80,856-67.2% |
| Participation rate | 90.2% | 56.3%+33.9pp | 67.5%+22.7pp | 67.6%+22.6pp |
| Annual return | 14.03% | 21.66%-7.6pp | 66.38%-52.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,712 | $1,798-4.8% | $2,727-37.2% | $2,755-37.9% |
| Participant deferral / active EE | $4,470 | $3,110+43.8% | $4,519-1.1% | $4,296+4.1% |
| Admin fee / account holder | $1,438 | $4,980-71.1% | $6,149-76.6% | $6,918-79.2% |