Filed September 30, 2025
Total covered: 103 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,899 | $94,529-87.4% | $140,016-91.5% | $64,186-81.5% |
| Participation rate | 95.5% | 84.1%+11.4pp | 87.5%+8.0pp | 69.6%+25.9pp |
| Annual return | -5.30% | 7.77%-13.1pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $381 | $3,812-90.0% | $5,606-93.2% | $2,381-84.0% |
| Participant deferral / active EE | $1,877 | $5,250-64.2% | $6,927-72.9% | $3,470-45.9% |
| Admin fee / account holder | $1,653 | $6,741-75.5% | $10,705-84.6% | $4,888-66.2% |