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 | $1,059,035 | $241,101+339.2% | $103,333+924.9% | $199,593+430.6% |
| Participation rate | 99.6% | 78.3%+21.3pp | 74.5%+25.1pp | 72.0%+27.6pp |
| Annual return | 20.79% | 17.80%+3.0pp | 24.88%-4.1pp | 34.25%-13.5pp |
| Employer contribution / active EE | $16,316 | $4,244+284.4% | $3,868+321.8% | $3,034+437.7% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,355-100.0% | $269-100.0% |