Filed August 14, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $110,702 | $81,460+35.9% | $103,333+7.1% | $80,856+36.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.28% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,580 | $3,105-49.1% | $3,868-59.1% | $2,755-42.6% |
| Participant deferral / active EE | $5,248 | $3,869+35.6% | $5,057+3.8% | $4,296+22.2% |
| Admin fee / account holder | $2,347 | $6,566-64.3% | $8,355-71.9% | $6,918-66.1% |