Filed July 3, 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.
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 | $58,948 | $109,881-46.4% | $150,045-60.7% | $84,808-30.5% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 20.55% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $6,211 | $3,561+74.4% | $4,693+32.4% | $2,631+136.1% |
| Participant deferral / active EE | $7,637 | $6,636+15.1% | $7,997-4.5% | $4,212+81.3% |
| Admin fee / account holder | $11,605 | $8,568+35.5% | $13,435-13.6% | $7,344+58.0% |