Filed October 7, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,785 | $78,422+13.2% | $95,952-7.5% | $79,858+11.2% |
| Participation rate | 93.8% | 73.5%+20.3pp | 77.1%+16.7pp | 69.6%+24.2pp |
| Annual return | 12.82% | 19.37%-6.6pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $452 | $1,945-76.8% | $2,541-82.2% | $2,471-81.7% |
| Participant deferral / active EE | $4,474 | $3,440+30.1% | $4,167+7.4% | $3,740+19.6% |
| Admin fee / account holder | $10,838 | $5,622+92.8% | $6,795+59.5% | $5,306+104.2% |