Filed November 23, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,447 | $71,192-8.1% | $117,854-44.5% | $62,292+5.1% |
| Participation rate | 35.0% | 74.2%-39.3pp | 79.7%-44.7pp | 69.5%-34.6pp |
| Annual return | 13.99% | 18.66%-4.7pp | 335.08%-321.1pp | 28.90%-14.9pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,555 | $3,189-19.9% | $4,482-43.0% | $3,169-19.4% |
| Admin fee / account holder | $8,485 | $587+1344.9% | $8,020+5.8% | $479+1670.1% |