Filed March 21, 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 5-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 | $13,248 | $42,886-69.1% | $88,946-85.1% | $85,563-84.5% |
| Participation rate | 7.6% | 37.9%-30.3pp | 68.8%-61.3pp | 66.0%-58.4pp |
| Annual return | 35.91% | 44.56%-8.7pp | 57.82%-21.9pp | 31.51%+4.4pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $686 | $2,108-67.5% | $4,581-85.0% | $4,375-84.3% |
| Admin fee / account holder | $11,345 | $2,263+401.3% | $8,261+37.3% | $834+1260.0% |