Filed September 24, 2025 (most recent of 3 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.
Participant 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 | $68,629 | $125,758-45.4% | $169,993-59.6% | $75,163-8.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.21% | 27.20%-13.0pp | 53.37%-39.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,546 | $4,615-44.8% | $6,785-62.5% | $2,670-4.6% |
| Participant deferral / active EE | $3,060 | $6,837-55.3% | $10,408-70.6% | $4,125-25.8% |
| Admin fee / account holder | $20,763 | $8,173+154.0% | $12,815+62.0% | $5,651+267.4% |