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 | $43,862 | $123,793-64.6% | $177,821-75.3% | $79,858-45.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.88% | 22.82%-12.9pp | 48.32%-38.4pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,530 | $4,095-62.6% | $5,918-74.1% | $2,471-38.1% |
| Participant deferral / active EE | $3,272 | $5,956-45.1% | $7,714-57.6% | $3,740-12.5% |
| Admin fee / account holder | $7,355 | $7,243+1.6% | $12,427-40.8% | $5,306+38.6% |