Filed September 29, 2025 (most recent of 4 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.
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 | $114,168 | $73,004+56.4% | $90,749+25.8% | $68,494+66.7% |
| Participation rate | 78.9% | 70.8%+8.1pp | 75.7%+3.3pp | 67.9%+11.1pp |
| Annual return | -19.13% | -13.81%-5.3pp | -12.16%-7.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,211 | $2,193+46.4% | $2,921+9.9% | $2,596+23.7% |
| Participant deferral / active EE | $6,301 | $3,627+73.7% | $4,564+38.1% | $4,027+56.5% |
| Admin fee / account holder | $7,114 | $5,896+20.7% | $8,445-15.8% | $5,403+31.7% |