Filed October 23, 2025
Total covered: 20 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,131 | $73,933-94.4% | $96,683-95.7% | $75,163-94.5% |
| Participation rate | 86.5% | 66.4%+20.1pp | 74.3%+12.2pp | 67.2%+19.3pp |
| Annual return | 20.01% | 26.70%-6.7pp | 35.69%-15.7pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,159 | $2,928-26.3% | $3,737-42.2% | $2,670-19.1% |
| Participant deferral / active EE | $1,689 | $3,659-53.8% | $4,878-65.4% | $4,125-59.1% |
| Admin fee / account holder | $185 | $5,216-96.5% | $6,730-97.3% | $5,651-96.7% |