Filed October 13, 2025 (most recent of 16 filings on file)
Total covered: 42 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $972,819 | $88,480+999.5% | $96,683+906.2% | $80,160+1113.6% |
| Participation rate | 99.4% | 79.9%+19.5pp | 74.3%+25.1pp | 72.9%+26.5pp |
| Annual return | 20.41% | 22.53%-2.1pp | 35.69%-15.3pp | 40.38%-20.0pp |
| Employer contribution / active EE | $10,515 | $4,176+151.8% | $3,737+181.4% | $2,978+253.1% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $6,730-100.0% | $145-100.0% |