Filed August 4, 2025 (most recent of 3 filings on file)
Total covered: 2 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.
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 | $82,891 | $70,667+17.3% | $123,104-32.7% | $52,331+58.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 0.99% | 6.23%-5.2pp | 13.22%-12.2pp | 4.54%-3.6pp |
| Employer contribution / active EE | $2,727 | $2,946-7.4% | $5,151-47.1% | $1,882+44.9% |
| Participant deferral / active EE | $3,672 | $4,493-18.3% | $6,230-41.1% | $3,022+21.5% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |