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.
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 | $23,391 | $61,272-61.8% | $149,673-84.4% | $71,457-67.3% |
| Participation rate | 36.0% | 62.5%-26.5pp | 78.8%-42.8pp | 67.9%-32.0pp |
| Annual return | 27.10% | 35.85%-8.7pp | 134.42%-107.3pp | 28.85%-1.7pp |
| Employer contribution / active EE | $955 | $2,378-59.9% | $4,818-80.2% | $2,588-63.1% |
| Participant deferral / active EE | $3,125 | $2,917+7.1% | $5,680-45.0% | $4,289-27.1% |
| Admin fee / account holder | $551 | $1,261-56.3% | $13,210-95.8% | $1,587-65.3% |