Filed May 14, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,166 | $214,378-70.1% | $200,582-68.0% | $142,382-54.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 15.46% | 46.41%-30.9pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $28 | $6,841-99.6% | $6,419-99.6% | $4,299-99.3% |
| Participant deferral / active EE | $6,730 | $9,865-31.8% | $9,331-27.9% | $6,507+3.4% |
| Admin fee / account holder | $4,429 | $17,692-75.0% | $16,305-72.8% | $12,624-64.9% |