Filed November 18, 2025 (most recent of 2 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,594 | $119,446-86.1% | $150,045-88.9% | $85,563-80.6% |
| Participation rate | 18.8% | 75.4%-56.6pp | 82.3%-63.5pp | 66.0%-47.1pp |
| Annual return | 15.01% | 23.72%-8.7pp | 62.55%-47.5pp | 31.51%-16.5pp |
| Employer contribution / active EE | $28 | $4,078-99.3% | $4,693-99.4% | $2,654-99.0% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $558 | $548+2.0% | $13,435-95.8% | $834-33.1% |