Filed December 19, 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 5-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.
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 | $45,126 | $53,516-15.7% | $126,539-64.3% | $84,808-46.8% |
| Participation rate | 97.7% | 58.2%+39.5pp | 69.8%+27.9pp | 68.3%+29.4pp |
| Annual return | 16.06% | 58.34%-42.3pp | 425.95%-409.9pp | 40.90%-24.8pp |
| Employer contribution / active EE | $107 | $1,535-93.1% | $3,674-97.1% | $2,631-95.9% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $934 | $4,497-79.2% | $6,065-84.6% | $7,344-87.3% |