Filed June 5, 2025 (most recent of 2 filings on file)
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,667 | $148,978-9.6% | $200,582-32.9% | $84,808+58.8% |
| Participation rate | 94.7% | 84.2%+10.4pp | 86.9%+7.8pp | 68.3%+26.4pp |
| Annual return | 15.89% | 28.16%-12.3pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $7,015 | $4,815+45.7% | $6,419+9.3% | $2,631+166.6% |
| Participant deferral / active EE | $8,555 | $7,142+19.8% | $9,331-8.3% | $4,212+103.1% |
| Admin fee / account holder | $4,511 | $13,977-67.7% | $16,305-72.3% | $7,344-38.6% |