Filed August 11, 2025 (most recent of 2 filings on file)
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,955 | $54,350+128.1% | $82,719+49.9% | $68,494+81.0% |
| Participation rate | 92.9% | 63.9%+29.0pp | 72.6%+20.4pp | 67.9%+25.1pp |
| Annual return | -14.96% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,963 | $2,218+123.7% | $3,009+64.9% | $2,596+91.2% |
| Participant deferral / active EE | $5,048 | $3,246+55.5% | $4,395+14.9% | $4,027+25.4% |
| Admin fee / account holder | $8,874 | $4,395+101.9% | $5,329+66.5% | $5,403+64.3% |