Filed September 18, 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 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.)
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 | $59,854 | $30,400+96.9% | $53,898+11.1% | $84,808-29.4% |
| Participation rate | 98.5% | 46.4%+52.1pp | 55.0%+43.5pp | 68.3%+30.2pp |
| Annual return | 16.84% | 500.19%-483.3pp | 528.60%-511.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,259 | $603+606.6% | $932+356.9% | $2,631+61.9% |
| Participant deferral / active EE | $5,358 | $1,199+347.0% | $1,826+193.4% | $4,212+27.2% |
| Admin fee / account holder | $3,543 | $1,993+77.7% | $2,491+42.2% | $7,344-51.8% |