Filed August 27, 2025 (most recent of 2 filings on file)
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,732 | $96,484-59.9% | $156,263-75.2% | $74,304-47.9% |
| Participation rate | 59.1% | 67.7%-8.6pp | 78.9%-19.8pp | 60.3%-1.3pp |
| Annual return | 14.43% | 17.73%-3.3pp | 59.47%-45.0pp | 29.43%-15.0pp |
| Employer contribution / active EE | $2,778 | $2,528+9.9% | $4,333-35.9% | $2,241+24.0% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $572 | $3,728-84.7% | $14,255-96.0% | $2,969-80.7% |