Filed December 3, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,306 | $185,822-85.3% | $169,993-83.9% | $139,434-80.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.62% | 60.50%-52.9pp | 53.37%-45.8pp | 372.94%-365.3pp |
| Employer contribution / active EE | $7,390 | $7,590-2.6% | $6,785+8.9% | $4,751+55.6% |
| Participant deferral / active EE | $5,143 | $11,622-55.7% | $10,408-50.6% | $6,710-23.4% |
| Admin fee / account holder | $368 | $15,381-97.6% | $12,815-97.1% | $11,403-96.8% |