Filed November 25, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,549 | $109,413-41.0% | $156,263-58.7% | $84,808-23.9% |
| Participation rate | 42.6% | 72.7%-30.1pp | 78.9%-36.4pp | 68.3%-25.8pp |
| Annual return | 27.83% | 20.18%+7.6pp | 59.47%-31.6pp | 40.90%-13.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,118 | $4,590-53.8% | $6,158-65.6% | $4,212-49.7% |
| Admin fee / account holder | $2,561 | $9,357-72.6% | $14,255-82.0% | $7,344-65.1% |