Filed October 31, 2025
Total covered: 8 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,307 | $51,769-12.5% | $57,343-21.0% | $52,331-13.4% |
| Participation rate | 88.7% | 75.2%+13.5pp | 75.1%+13.6pp | 68.1%+20.6pp |
| Annual return | 2.76% | 2.43%+0.3pp | 24.39%-21.6pp | 4.54%-1.8pp |
| Employer contribution / active EE | $1,265 | $2,335-45.8% | $2,689-53.0% | $1,882-32.8% |
| Participant deferral / active EE | $1,848 | $2,794-33.9% | $3,162-41.6% | $3,022-38.9% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |