Filed September 29, 2025 (most recent of 2 filings on file)
Total covered: 7 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $416,762 | $148,978+179.7% | $200,582+107.8% | $84,808+391.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.45% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $11,417 | $4,815+137.1% | $6,419+77.9% | $2,631+334.0% |
| Participant deferral / active EE | $16,202 | $7,142+126.9% | $9,331+73.6% | $4,212+284.7% |
| Admin fee / account holder | $20,158 | $13,977+44.2% | $16,305+23.6% | $7,344+174.5% |