Filed October 8, 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.
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 | $59,763 | $107,334-44.3% | $92,893-35.7% | $152,861-60.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.12% | 145.58%-123.5pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,654 | $4,221-60.8% | $3,653-54.7% | $4,762-65.3% |
| Participant deferral / active EE | $9,855 | $4,845+103.4% | $4,236+132.6% | $5,850+68.5% |
| Admin fee / account holder | $277 | $7,079-96.1% | $5,794-95.2% | $11,596-97.6% |