Filed June 27, 2025
Total covered: 2 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 | $145,093 | $105,181+37.9% | $159,436-9.0% | $85,850+69.0% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.8%+15.0pp | 69.3%+28.5pp |
| Annual return | 10.46% | 45.07%-34.6pp | 263.57%-253.1pp | 318.53%-308.1pp |
| Employer contribution / active EE | $2,836 | $3,318-14.5% | $4,829-41.3% | $2,565+10.6% |
| Participant deferral / active EE | $8,408 | $5,945+41.4% | $7,352+14.4% | $3,952+112.8% |
| Admin fee / account holder | $11,526 | $6,933+66.2% | $10,799+6.7% | $6,260+84.1% |