Filed December 3, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,629 | $80,724+323.2% | $103,333+230.6% | $74,495+358.6% |
| Participation rate | 97.7% | 65.7%+32.0pp | 74.5%+23.2pp | 67.2%+30.5pp |
| Annual return | 9.62% | 27.56%-17.9pp | 24.88%-15.3pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $11,791 | $3,157+273.4% | $3,868+204.8% | $2,623+349.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |