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.
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 | $34,597 | $81,460-57.5% | $103,333-66.5% | $80,856-57.2% |
| Participation rate | 98.8% | 66.8%+31.9pp | 74.5%+24.2pp | 67.6%+31.1pp |
| Annual return | 20.11% | 25.55%-5.4pp | 24.88%-4.8pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,963 | $3,105-36.8% | $3,868-49.3% | $2,755-28.8% |
| Participant deferral / active EE | $4,678 | $3,869+20.9% | $5,057-7.5% | $4,296+8.9% |
| Admin fee / account holder | $668 | $6,566-89.8% | $8,355-92.0% | $6,918-90.3% |