Filed April 1, 2025 (most recent of 2 filings on file)
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.
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 | $142,629 | $209,832-32.0% | $189,513-24.7% | $167,490-14.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.20% | 748.27%-725.1pp | 555.15%-532.0pp | 478.56%-455.4pp |
| Employer contribution / active EE | $8,587 | $6,914+24.2% | $6,162+39.4% | $4,837+77.5% |
| Participant deferral / active EE | $2,125 | $8,935-76.2% | $8,221-74.2% | $6,341-66.5% |
| Admin fee / account holder | $4,711 | $14,293-67.0% | $12,045-60.9% | $12,309-61.7% |