Filed April 29, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $481,157 | $165,984+189.9% | $164,813+191.9% | $145,922+229.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.86% | 100.03%-82.2pp | 69.93%-52.1pp | 561.29%-543.4pp |
| Employer contribution / active EE | $21,228 | $5,273+302.6% | $4,341+389.0% | $4,660+355.6% |
| Participant deferral / active EE | $17,474 | $6,959+151.1% | $6,031+189.7% | $6,688+161.3% |
| Admin fee / account holder | $1,933 | $16,648-88.4% | $12,690-84.8% | $13,397-85.6% |