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 | $88,186 | $44,960+96.1% | $84,966+3.8% | $74,495+18.4% |
| Participation rate | 9.4% | 49.4%-39.9pp | 67.5%-58.1pp | 67.2%-57.8pp |
| Annual return | 16.74% | 26.24%-9.5pp | 66.38%-49.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $434 | $1,457-70.2% | $2,727-84.1% | $2,623-83.4% |
| Participant deferral / active EE | $918 | $2,731-66.4% | $4,519-79.7% | $4,346-78.9% |
| Admin fee / account holder | $847 | $2,209-61.7% | $6,149-86.2% | $1,942-56.4% |