Filed May 20, 2025 (most recent of 2 filings on file)
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 4-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.
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 | $33,074 | $55,415-40.3% | $155,509-78.7% | $74,495-55.6% |
| Participation rate | 39.5% | 61.9%-22.4pp | 78.2%-38.7pp | 67.2%-27.7pp |
| Annual return | 24.92% | 268.50%-243.6pp | 64.67%-39.7pp | 1364.94%-1340.0pp |
| Employer contribution / active EE | $1,058 | $2,267-53.3% | $4,672-77.4% | $2,623-59.7% |
| Participant deferral / active EE | $3,926 | $2,836+38.4% | $5,626-30.2% | $4,346-9.7% |
| Admin fee / account holder | $230 | $1,738-86.8% | $15,912-98.6% | $1,942-88.2% |