Filed July 18, 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.
Participant 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 | $49,939 | $110,094-54.6% | $151,611-67.1% | $68,494-27.1% |
| Participation rate | 96.3% | 84.0%+12.3pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -7.61% | -10.12%+2.5pp | 3.33%-10.9pp | -7.84%+0.2pp |
| Employer contribution / active EE | $3,476 | $4,471-22.2% | $6,166-43.6% | $2,596+33.9% |
| Participant deferral / active EE | $2,855 | $6,527-56.3% | $8,363-65.9% | $4,027-29.1% |
| Admin fee / account holder | $1,645 | $7,719-78.7% | $11,616-85.8% | $5,403-69.5% |