Filed December 29, 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 8-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.)
Annual investment return 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 | $8,198 | $57,354-85.7% | $83,848-90.2% | $64,186-87.2% |
| Participation rate | 92.9% | 68.6%+24.2pp | 76.1%+16.7pp | 69.6%+23.3pp |
| Annual return | -14.68% | 11.38%-26.1pp | 850.88%-865.6pp | 7.63%-22.3pp |
| Employer contribution / active EE | $142 | $2,545-94.4% | $3,631-96.1% | $2,381-94.0% |
| Participant deferral / active EE | $2,938 | $2,993-1.8% | $4,082-28.0% | $3,470-15.3% |
| Admin fee / account holder | $315 | $4,046-92.2% | $5,478-94.2% | $4,888-93.5% |