Filed November 26, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,843 | $148,978-45.7% | $200,582-59.7% | $84,808-4.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 6.83% | 28.16%-21.3pp | 42.33%-35.5pp | 40.90%-34.1pp |
| Employer contribution / active EE | $1,760 | $4,815-63.4% | $6,419-72.6% | $2,631-33.1% |
| Participant deferral / active EE | $4,504 | $7,142-36.9% | $9,331-51.7% | $4,212+6.9% |
| Admin fee / account holder | $1,220 | $13,977-91.3% | $16,305-92.5% | $7,344-83.4% |