Filed November 7, 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 9-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 | $43,367 | $45,035-3.7% | $62,995-31.2% | $70,131-38.2% |
| Participation rate | 83.2% | 69.5%+13.6pp | 74.8%+8.4pp | 69.5%+13.6pp |
| Annual return | 8.10% | 18.76%-10.7pp | 87.57%-79.5pp | 73.14%-65.0pp |
| Employer contribution / active EE | $611 | $2,051-70.2% | $2,759-77.9% | $2,342-73.9% |
| Participant deferral / active EE | $800 | $2,465-67.5% | $3,329-76.0% | $3,332-76.0% |
| Admin fee / account holder | $2,951 | $2,834+4.1% | $3,600-18.0% | $4,645-36.5% |