Filed November 26, 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 9-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,167 | $105,181-32.3% | $159,436-55.4% | $85,850-17.1% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.8%-34.8pp | 69.3%-21.3pp |
| Annual return | 21.06% | 45.07%-24.0pp | 263.57%-242.5pp | 318.53%-297.5pp |
| Employer contribution / active EE | $2,094 | $3,318-36.9% | $4,829-56.6% | $2,565-18.4% |
| Participant deferral / active EE | $6,308 | $5,945+6.1% | $7,352-14.2% | $3,952+59.6% |
| Admin fee / account holder | $251 | $6,933-96.4% | $10,799-97.7% | $6,260-96.0% |