Filed August 1, 2025
Total covered: 5 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,621 | $96,965-50.9% | $97,995-51.4% | $147,584-67.7% |
| Participation rate | 23.8% | 83.6%-59.8pp | 82.4%-58.6pp | 82.8%-59.0pp |
| Annual return | 18.59% | 24.11%-5.5pp | 23.94%-5.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $428 | $4,536-90.6% | $4,158-89.7% | $4,876-91.2% |
| Participant deferral / active EE | $1,316 | $5,081-74.1% | $5,097-74.2% | $5,439-75.8% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |