Filed October 16, 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 | $39,422 | $56,897-30.7% | $84,750-53.5% | $62,891-37.3% |
| Participation rate | 38.0% | 68.5%-30.5pp | 76.6%-38.6pp | 69.3%-31.3pp |
| Annual return | 8.56% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,095 | $2,400-54.4% | $3,574-69.4% | $2,281-52.0% |
| Participant deferral / active EE | $1,919 | $2,709-29.1% | $3,712-48.3% | $3,203-40.1% |
| Admin fee / account holder | $3,230 | $3,581-9.8% | $5,332-39.4% | $4,296-24.8% |