Filed January 29, 2025 (most recent of 3 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 8-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $21,314 | $60,323-64.7% | $81,812-73.9% | $74,495-71.4% |
| Participation rate | 27.6% | 62.9%-35.3pp | 72.3%-44.8pp | 67.2%-39.6pp |
| Annual return | 51.78% | 16.90%+34.9pp | 773.79%-722.0pp | 1364.94%-1313.2pp |
| Employer contribution / active EE | $444 | $2,620-83.1% | $2,912-84.8% | $2,623-83.1% |
| Participant deferral / active EE | $594 | $3,387-82.5% | $4,319-86.2% | $4,346-86.3% |
| Admin fee / account holder | $1,431 | $1,486-3.7% | $7,386-80.6% | $1,942-26.3% |