Filed October 30, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,418 | $57,354-97.5% | $83,848-98.3% | $64,186-97.8% |
| Participation rate | 19.2% | 68.6%-49.4pp | 76.1%-57.0pp | 69.6%-50.4pp |
| Annual return | -7.82% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $61 | $2,545-97.6% | $3,631-98.3% | $2,381-97.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $80 | $4,046-98.0% | $5,478-98.5% | $4,888-98.4% |