Filed October 31, 2025
Total covered: 3 employees
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,425 | $159,602+117.1% | $150,045+130.9% | $142,382+143.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 13.54% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,930 | $4,961+19.5% | $4,693+26.4% | $4,299+37.9% |
| Participant deferral / active EE | $14,091 | $8,310+69.6% | $7,997+76.2% | $6,507+116.5% |
| Admin fee / account holder | $24,634 | $14,846+65.9% | $13,435+83.4% | $12,624+95.1% |