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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,027 | $109,359-50.6% | $162,163-66.7% | $72,985-26.0% |
| Participation rate | 77.0% | 84.3%-7.2pp | 87.6%-10.5pp | 69.5%+7.6pp |
| Annual return | 29.72% | 25.46%+4.3pp | 115.59%-85.9pp | 81.00%-51.3pp |
| Employer contribution / active EE | $1,076 | $3,907-72.5% | $5,614-80.8% | $2,440-55.9% |
| Participant deferral / active EE | $2,653 | $5,481-51.6% | $7,298-63.7% | $3,607-26.5% |
| Admin fee / account holder | $5,183 | $7,972-35.0% | $10,843-52.2% | $5,124+1.1% |