Filed October 9, 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,231 | $46,360-62.8% | $147,614-88.3% | $52,331-67.1% |
| Participation rate | 38.6% | 64.9%-26.3pp | 84.6%-46.0pp | 68.1%-29.5pp |
| Annual return | 1.64% | 1.62%0pp | 61.98%-60.3pp | 4.54%-2.9pp |
| Employer contribution / active EE | $500 | $2,126-76.5% | $5,564-91.0% | $1,882-73.4% |
| Participant deferral / active EE | $1,424 | $2,258-36.9% | $4,895-70.9% | $3,022-52.9% |
| Admin fee / account holder | $18 | $766-97.7% | $11,611-99.8% | $592-97.0% |