Filed August 14, 2025 (most recent of 2 filings on file)
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,189 | $64,707+2.3% | $112,228-41.0% | $68,494-3.4% |
| Participation rate | 71.3% | 67.2%+4.1pp | 75.1%-3.8pp | 67.9%+3.4pp |
| Annual return | -13.09% | -11.40%-1.7pp | 27.45%-40.5pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,614 | $2,746-4.8% | $3,635-28.1% | $2,596+0.7% |
| Participant deferral / active EE | $5,048 | $3,565+41.6% | $4,728+6.8% | $4,027+25.3% |
| Admin fee / account holder | $1,716 | $5,232-67.2% | $6,410-73.2% | $5,403-68.2% |