Filed December 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 9-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 | $128,795 | $60,022+114.6% | $88,946+44.8% | $84,808+51.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 45.15% | 22.43%+22.7pp | 57.82%-12.7pp | 40.90%+4.3pp |
| Employer contribution / active EE | $8,447 | $1,703+396.1% | $2,555+230.6% | $2,631+221.0% |
| Participant deferral / active EE | $12,014 | $3,114+285.8% | $4,581+162.2% | $4,212+185.3% |
| Admin fee / account holder | $3,537 | $4,811-26.5% | $8,261-57.2% | $7,344-51.8% |