Filed October 14, 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.
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 | $320,820 | $148,978+115.3% | $200,582+59.9% | $84,808+278.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.68% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $16,611 | $4,815+245.0% | $6,419+158.8% | $2,631+531.4% |
| Participant deferral / active EE | $12,433 | $7,142+74.1% | $9,331+33.2% | $4,212+195.2% |
| Admin fee / account holder | $9,957 | $13,977-28.8% | $16,305-38.9% | $7,344+35.6% |