Filed June 6, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $44,786 | $57,976-22.8% | $62,995-28.9% | $62,292-28.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 38.44% | 17.54%+20.9pp | 87.57%-49.1pp | 28.90%+9.5pp |
| Employer contribution / active EE | $2,495 | $2,415+3.3% | $2,759-9.6% | $2,042+22.2% |
| Participant deferral / active EE | $1,388 | $2,956-53.0% | $3,329-58.3% | $3,169-56.2% |
| Admin fee / account holder | $271 | $276-1.6% | $3,600-92.5% | $479-43.4% |