Filed April 2, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,264 | $48,750+120.0% | $88,946+20.6% | $74,304+44.4% |
| Participation rate | 10.7% | 44.5%-33.8pp | 68.8%-58.2pp | 60.3%-49.7pp |
| Annual return | 17.85% | 25.91%-8.1pp | 57.82%-40.0pp | 29.43%-11.6pp |
| Employer contribution / active EE | $387 | $1,255-69.2% | $2,555-84.9% | $2,241-82.8% |
| Participant deferral / active EE | $847 | $2,423-65.1% | $4,581-81.5% | $3,767-77.5% |
| Admin fee / account holder | $315 | $3,756-91.6% | $8,261-96.2% | $2,969-89.4% |