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 | $232,543 | $77,314+200.8% | $177,989+30.7% | $80,856+187.6% |
| Participation rate | 89.3% | 65.7%+23.6pp | 77.1%+12.2pp | 67.6%+21.6pp |
| Annual return | 11.12% | 18.09%-7.0pp | 294.48%-283.4pp | 35.59%-24.5pp |
| Employer contribution / active EE | $9,188 | $2,292+300.8% | $3,949+132.7% | $2,755+233.5% |
| Participant deferral / active EE | $8,037 | $4,411+82.2% | $6,276+28.1% | $4,296+87.1% |
| Admin fee / account holder | $52,491 | $7,191+630.0% | $10,363+406.5% | $6,918+658.8% |