Filed June 17, 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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $754,310 | $81,460+826.0% | $103,333+630.0% | $80,856+832.9% |
| Participation rate | 86.0% | 66.8%+19.1pp | 74.5%+11.5pp | 67.6%+18.3pp |
| Annual return | 0.60% | 25.55%-25.0pp | 24.88%-24.3pp | 35.59%-35.0pp |
| Employer contribution / active EE | $36,279 | $3,105+1068.3% | $3,868+838.0% | $2,755+1216.9% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $25,393 | $6,566+286.7% | $8,355+203.9% | $6,918+267.1% |