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.
Annual investment return 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 | $15,872 | $73,867-78.5% | $143,757-89.0% | $68,494-76.8% |
| Participation rate | 46.9% | 66.7%-19.7pp | 80.3%-33.4pp | 67.9%-20.9pp |
| Annual return | -25.19% | 1.01%-26.2pp | -0.04%-25.1pp | -7.84%-17.3pp |
| Employer contribution / active EE | $1,250 | $3,184-60.8% | $4,951-74.8% | $2,596-51.9% |
| Participant deferral / active EE | $4,199 | $3,384+24.1% | $5,637-25.5% | $4,027+4.3% |
| Admin fee / account holder | $13 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |