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 | $190,509 | $69,010+176.1% | $159,960+19.1% | $68,494+178.1% |
| Participation rate | 92.3% | 65.4%+26.9pp | 78.0%+14.4pp | 67.9%+24.4pp |
| Annual return | -15.37% | -9.65%-5.7pp | 408.60%-424.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $8,631 | $2,213+290.0% | $4,226+104.3% | $2,596+232.5% |
| Participant deferral / active EE | $7,552 | $4,212+79.3% | $6,182+22.2% | $4,027+87.5% |
| Admin fee / account holder | $5,779 | $4,798+20.4% | $8,698-33.6% | $5,403+7.0% |