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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,368 | $138,347-32.5% | $184,203-49.3% | $80,856+15.5% |
| Participation rate | 88.6% | 83.9%+4.7pp | 86.8%+1.8pp | 67.6%+21.0pp |
| Annual return | 15.59% | 20.02%-4.4pp | 28.81%-13.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,939 | $4,850-60.0% | $6,427-69.8% | $2,755-29.6% |
| Participant deferral / active EE | $3,803 | $7,071-46.2% | $9,131-58.3% | $4,296-11.5% |
| Admin fee / account holder | $13,066 | $10,483+24.6% | $13,901-6.0% | $6,918+88.9% |