Filed July 30, 2025 (most recent of 2 filings on file)
Total covered: 8 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 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,275 | $125,758-22.6% | $169,993-42.8% | $75,163+29.4% |
| Participation rate | 88.3% | 83.6%+4.7pp | 87.0%+1.3pp | 67.2%+21.1pp |
| Annual return | 13.52% | 27.20%-13.7pp | 53.37%-39.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,942 | $4,615-57.9% | $6,785-71.4% | $2,670-27.3% |
| Participant deferral / active EE | $3,845 | $6,837-43.8% | $10,408-63.1% | $4,125-6.8% |
| Admin fee / account holder | $18,019 | $8,173+120.5% | $12,815+40.6% | $5,651+218.9% |