Filed October 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 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $745,474 | $73,867+909.2% | $143,757+418.6% | $68,494+988.4% |
| Participation rate | 94.6% | 66.7%+27.9pp | 80.3%+14.3pp | 67.9%+26.7pp |
| Annual return | -13.72% | 1.01%-14.7pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $33,126 | $3,184+940.3% | $4,951+569.1% | $2,596+1175.9% |
| Participant deferral / active EE | $12,622 | $3,384+272.9% | $5,637+123.9% | $4,027+213.4% |
| Admin fee / account holder | $13,330 | $5,755+131.6% | $14,673-9.2% | $5,403+146.7% |