Filed May 13, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,981 | $49,177+131.8% | $79,464+43.4% | $64,186+77.6% |
| Participation rate | 71.9% | 65.0%+6.8pp | 73.3%-1.5pp | 69.6%+2.3pp |
| Annual return | -9.45% | -1.16%-8.3pp | 718.14%-727.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,699 | $2,076-18.2% | $2,800-39.3% | $2,381-28.6% |
| Participant deferral / active EE | $2,820 | $2,821-0.1% | $3,704-23.9% | $3,470-18.7% |
| Admin fee / account holder | $3,768 | $3,839-1.8% | $5,113-26.3% | $4,888-22.9% |