Filed December 10, 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.
Employer 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,038 | $79,449+228.6% | $189,557+37.7% | $85,850+204.1% |
| Participation rate | 85.7% | 66.0%+19.7pp | 78.4%+7.3pp | 69.3%+16.4pp |
| Annual return | 16.69% | 18.45%-1.8pp | 64.17%-47.5pp | 318.53%-301.8pp |
| Employer contribution / active EE | $87 | $2,081-95.8% | $4,412-98.0% | $2,565-96.6% |
| Participant deferral / active EE | $11,141 | $4,051+175.0% | $6,174+80.5% | $3,952+181.9% |
| Admin fee / account holder | $31,706 | $5,377+489.6% | $9,807+223.3% | $6,260+406.5% |