Filed April 15, 2025 (most recent of 8 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 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 | $145,916 | $56,484+158.3% | $169,463-13.9% | $64,186+127.3% |
| Participation rate | 83.9% | 64.5%+19.3pp | 77.8%+6.1pp | 69.6%+14.3pp |
| Annual return | -5.40% | -1.55%-3.9pp | 1.83%-7.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $6,704 | $1,832+265.8% | $4,159+61.2% | $2,381+181.6% |
| Participant deferral / active EE | $5,840 | $3,448+69.4% | $5,277+10.7% | $3,470+68.3% |
| Admin fee / account holder | $8,377 | $4,174+100.7% | $9,109-8.0% | $4,888+71.4% |