Filed October 28, 2025
Total covered: 14 employees
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.
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 | $65,143 | $180,449-63.9% | $154,107-57.7% | $135,375-51.9% |
| Participation rate | 72.2% | 87.4%-15.2pp | 83.0%-10.8pp | 82.6%-10.4pp |
| Annual return | 13.61% | 888.09%-874.5pp | 735.12%-721.5pp | 519.73%-506.1pp |
| Employer contribution / active EE | $1,942 | $6,035-67.8% | $5,298-63.3% | $4,779-59.4% |
| Participant deferral / active EE | $6,120 | $5,806+5.4% | $5,081+20.4% | $5,609+9.1% |
| Admin fee / account holder | $10,705 | $16,143-33.7% | $13,411-20.2% | $10,827-1.1% |