Filed October 5, 2025 (most recent of 2 filings on file)
Total covered: 9 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.
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 | $130,858 | $68,408+91.3% | $57,179+128.9% | $57,658+127.0% |
| Participation rate | 98.8% | 79.1%+19.7pp | 75.3%+23.5pp | 70.2%+28.6pp |
| Annual return | 6.66% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $8,557 | $2,869+198.3% | $2,682+219.0% | $1,974+333.6% |
| Participant deferral / active EE | $5,509 | $2,903+89.8% | $3,096+77.9% | $3,061+80.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |