Filed June 5, 2025 (most recent of 3 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 4-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.
Participant 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 | $86,407 | $45,035+91.9% | $62,995+37.2% | $70,131+23.2% |
| Participation rate | 96.4% | 69.5%+26.9pp | 74.8%+21.6pp | 69.5%+26.9pp |
| Annual return | 13.63% | 18.76%-5.1pp | 87.57%-73.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $221 | $2,465-91.0% | $3,329-93.4% | $3,332-93.4% |
| Admin fee / account holder | $3,159 | $2,834+11.4% | $3,600-12.3% | $4,645-32.0% |