Filed October 16, 2025 (most recent of 4 filings on file)
Total covered: 2 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 | $157,049 | $70,756+122.0% | $65,493+139.8% | $142,382+10.3% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 18.12% | 1754.89%-1736.8pp | 982.45%-964.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,504 | $2,881-47.8% | $2,574-41.6% | $4,299-65.0% |
| Participant deferral / active EE | $6,588 | $4,637+42.1% | $3,961+66.3% | $6,507+1.2% |
| Admin fee / account holder | $3,972 | $6,559-39.4% | $5,028-21.0% | $12,624-68.5% |