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 | $50,634 | $55,002-7.9% | $59,878-15.4% | $56,287-10.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -3.85% | 1.13%-5.0pp | 3.46%-7.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,883 | $2,448-23.1% | $2,722-30.8% | $2,111-10.8% |
| Participant deferral / active EE | $1,638 | $3,121-47.5% | $3,402-51.8% | $3,350-51.1% |
| Admin fee / account holder | $295 | $236+25.0% | $3,590-91.8% | $521-43.4% |