Filed July 29, 2025 (most recent of 2 filings on file)
Total covered: 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,387 | $148,978-60.1% | $200,582-70.4% | $84,808-30.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.23% | 28.16%-15.9pp | 42.33%-30.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,601 | $4,815-25.2% | $6,419-43.9% | $2,631+36.9% |
| Participant deferral / active EE | $4,487 | $7,142-37.2% | $9,331-51.9% | $4,212+6.5% |
| Admin fee / account holder | $9,032 | $13,977-35.4% | $16,305-44.6% | $7,344+23.0% |