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 | $106,789 | $148,978-28.3% | $200,582-46.8% | $84,808+25.9% |
| Participation rate | 85.2% | 84.2%+1.0pp | 86.9%-1.7pp | 68.3%+16.9pp |
| Annual return | 11.95% | 28.16%-16.2pp | 42.33%-30.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,069 | $4,815-57.0% | $6,419-67.8% | $2,631-21.3% |
| Participant deferral / active EE | $3,868 | $7,142-45.8% | $9,331-58.5% | $4,212-8.2% |
| Admin fee / account holder | $13,436 | $13,977-3.9% | $16,305-17.6% | $7,344+83.0% |