Filed June 26, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,458 | $80,717-15.2% | $154,803-55.8% | $84,808-19.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.44% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,407 | $2,761+95.8% | $4,305+25.6% | $2,631+105.5% |
| Participant deferral / active EE | $7,987 | $3,303+141.8% | $5,540+44.2% | $4,212+89.6% |
| Admin fee / account holder | $2,835 | $6,746-58.0% | $14,329-80.2% | $7,344-61.4% |