Filed June 4, 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 | $69,286 | $56,317+23.0% | $71,209-2.7% | $74,304-6.8% |
| Participation rate | 41.9% | 55.1%-13.2pp | 73.8%-31.8pp | 60.3%-18.4pp |
| Annual return | 15.53% | 42.83%-27.3pp | 282.51%-267.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,057 | $2,160-51.1% | $2,721-61.2% | $2,241-52.8% |
| Participant deferral / active EE | $2,258 | $2,788-19.0% | $4,175-45.9% | $3,767-40.1% |
| Admin fee / account holder | $2,504 | $2,290+9.4% | $5,349-53.2% | $2,969-15.7% |