Filed December 30, 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.
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 | $44,661 | $87,733-49.1% | $106,548-58.1% | $85,850-48.0% |
| Participation rate | 52.2% | 71.9%-19.8pp | 76.1%-24.0pp | 69.3%-17.1pp |
| Annual return | 12.80% | 21.86%-9.1pp | 26.80%-14.0pp | 318.53%-305.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,295 | $3,469-62.7% | $4,398-70.5% | $3,952-67.2% |
| Admin fee / account holder | $1,747 | $6,767-74.2% | $7,407-76.4% | $6,260-72.1% |