Filed December 31, 2025
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 6-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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,813 | $56,317+29.3% | $71,209+2.3% | $74,304-2.0% |
| Participation rate | 74.6% | 55.1%+19.5pp | 73.8%+0.8pp | 60.3%+14.2pp |
| Annual return | 18.99% | 42.83%-23.8pp | 282.51%-263.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $2,394 | $2,160+10.8% | $2,721-12.0% | $2,241+6.8% |
| Participant deferral / active EE | $6,906 | $2,788+147.7% | $4,175+65.4% | $3,767+83.3% |
| Admin fee / account holder | $6,853 | $2,290+199.3% | $5,349+28.1% | $2,969+130.8% |