Filed August 19, 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 6-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 | $26,594 | $99,640-73.3% | $86,436-69.2% | $134,475-80.2% |
| Participation rate | 76.2% | 82.0%-5.9pp | 80.3%-4.1pp | 81.2%-5.0pp |
| Annual return | -15.53% | 6782.58%-6798.1pp | 4394.89%-4410.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,800 | $4,400-36.4% | $3,769-25.7% | $4,740-40.9% |
| Participant deferral / active EE | $5,419 | $7,246-25.2% | $6,952-22.0% | $6,400-15.3% |
| Admin fee / account holder | $804 | $8,371-90.4% | $6,731-88.1% | $11,426-93.0% |