Filed May 20, 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 | $63,592 | $58,694+8.3% | $142,863-55.5% | $85,850-25.9% |
| Participation rate | 50.0% | 58.5%-8.5pp | 71.9%-21.9pp | 69.3%-19.3pp |
| Annual return | 13.35% | 27.72%-14.4pp | 5637.54%-5624.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,489 | $1,423+4.7% | $4,144-64.1% | $2,565-42.0% |
| Participant deferral / active EE | $3,159 | $2,607+21.2% | $3,837-17.7% | $3,952-20.1% |
| Admin fee / account holder | $4,691 | $4,239+10.7% | $6,560-28.5% | $6,260-25.1% |