Filed June 17, 2025
Total covered: 4 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 6-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,935 | $60,124-51.9% | $90,404-68.0% | $79,858-63.8% |
| Participation rate | 54.2% | 65.0%-10.8pp | 72.7%-18.5pp | 69.6%-15.4pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,059 | $2,068-48.8% | $3,262-67.5% | $2,471-57.1% |
| Participant deferral / active EE | $1,405 | $2,938-52.2% | $3,963-64.5% | $3,740-62.4% |
| Admin fee / account holder | $258 | $3,976-93.5% | $5,611-95.4% | $5,306-95.1% |