Filed October 31, 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 3-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,763 | $49,915-88.5% | $154,803-96.3% | $74,304-92.2% |
| Participation rate | 37.9% | 54.0%-16.0pp | 78.1%-40.2pp | 60.3%-22.4pp |
| Annual return | 19.60% | 34.06%-14.5pp | 58.88%-39.3pp | 29.43%-9.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $631 | $2,255-72.0% | $5,540-88.6% | $3,767-83.3% |
| Admin fee / account holder | $2,899 | $2,189+32.4% | $14,329-79.8% | $2,969-2.4% |