Filed March 25, 2025 (most recent of 4 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,970 | $47,977-77.1% | $154,107-92.9% | $56,287-80.5% |
| Participation rate | 68.3% | 66.2%+2.1pp | 83.0%-14.8pp | 69.9%-1.6pp |
| Annual return | -5.20% | 3.54%-8.7pp | 735.12%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $764 | $2,169-64.8% | $5,298-85.6% | $2,111-63.8% |
| Participant deferral / active EE | $1,548 | $2,392-35.3% | $5,081-69.5% | $3,350-53.8% |
| Admin fee / account holder | $17 | $438-96.1% | $13,411-99.9% | $521-96.7% |