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 | $230,702 | $70,669+226.5% | $169,368+36.2% | $75,163+206.9% |
| Participation rate | 96.0% | 64.8%+31.2pp | 77.1%+18.9pp | 67.2%+28.8pp |
| Annual return | 14.83% | 36.36%-21.5pp | 405.60%-390.8pp | 160.62%-145.8pp |
| Employer contribution / active EE | $9,540 | $2,211+331.5% | $4,013+137.8% | $2,670+257.3% |
| Participant deferral / active EE | $8,609 | $4,311+99.7% | $6,221+38.4% | $4,125+108.7% |
| Admin fee / account holder | $805 | $5,402-85.1% | $9,003-91.1% | $5,651-85.8% |