Filed November 19, 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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,075 | $177,572-82.5% | $154,803-79.9% | $142,382-78.2% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 5.19% | 65.07%-59.9pp | 58.88%-53.7pp | 217.08%-211.9pp |
| Employer contribution / active EE | $2,199 | $4,810-54.3% | $4,305-48.9% | $4,299-48.8% |
| Participant deferral / active EE | $2,946 | $6,272-53.0% | $5,540-46.8% | $6,507-54.7% |
| Admin fee / account holder | $3,690 | $16,786-78.0% | $14,329-74.2% | $12,624-70.8% |