Filed December 30, 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 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 | $98,275 | $80,673+21.8% | $101,326-3.0% | $84,808+15.9% |
| Participation rate | 77.4% | 77.8%-0.4pp | 81.5%-4.1pp | 68.3%+9.1pp |
| Annual return | 14.64% | 38.95%-24.3pp | 36.82%-22.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,160 | $2,698+17.1% | $3,665-13.8% | $2,631+20.1% |
| Participant deferral / active EE | $7,366 | $6,840+7.7% | $7,994-7.9% | $4,212+74.9% |
| Admin fee / account holder | $2,371 | $12,784-81.5% | $11,185-78.8% | $7,344-67.7% |