Filed November 12, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,483 | $82,664+13.1% | $125,339-25.4% | $68,494+36.5% |
| Participation rate | 72.2% | 75.0%-2.8pp | 82.4%-10.1pp | 67.9%+4.3pp |
| Annual return | -19.61% | -5.97%-13.6pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $3,055 | $3,381-9.7% | $4,814-36.5% | $2,596+17.6% |
| Participant deferral / active EE | $6,904 | $6,110+13.0% | $7,446-7.3% | $4,027+71.4% |
| Admin fee / account holder | $1,342 | $6,275-78.6% | $10,010-86.6% | $5,403-75.2% |