Filed October 23, 2025
Total covered: 20 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 6-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,191 | $81,460-92.4% | $103,333-94.0% | $80,856-92.3% |
| Participation rate | 77.2% | 66.8%+10.3pp | 74.5%+2.7pp | 67.6%+9.6pp |
| Annual return | 13.44% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,806 | $3,105-9.6% | $3,868-27.5% | $2,755+1.8% |
| Participant deferral / active EE | $2,331 | $3,869-39.7% | $5,057-53.9% | $4,296-45.7% |
| Admin fee / account holder | $950 | $6,566-85.5% | $8,355-88.6% | $6,918-86.3% |