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.
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 | $70,240 | $41,078+71.0% | $80,569-12.8% | $71,457-1.7% |
| Participation rate | 8.6% | 50.2%-41.6pp | 67.0%-58.4pp | 67.9%-59.3pp |
| Annual return | 22.99% | 38.45%-15.5pp | 935.43%-912.4pp | 28.85%-5.9pp |
| Employer contribution / active EE | $422 | $1,506-72.0% | $2,723-84.5% | $2,588-83.7% |
| Participant deferral / active EE | $847 | $2,699-68.6% | $4,447-81.0% | $4,289-80.3% |
| Admin fee / account holder | $54 | $1,840-97.1% | $5,377-99.0% | $1,587-96.6% |