Filed October 10, 2025
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,111 | $64,707+42.4% | $112,228-17.9% | $68,494+34.5% |
| Participation rate | 65.4% | 67.2%-1.8pp | 75.1%-9.7pp | 67.9%-2.5pp |
| Annual return | -17.94% | -11.40%-6.5pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,783 | $2,746+37.8% | $3,635+4.1% | $2,596+45.7% |
| Participant deferral / active EE | $6,639 | $3,565+86.2% | $4,728+40.4% | $4,027+64.8% |
| Admin fee / account holder | $3,005 | $5,232-42.6% | $6,410-53.1% | $5,403-44.4% |