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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,380 | $65,409-84.1% | $98,442-89.5% | $85,850-87.9% |
| Participation rate | 65.6% | 65.0%+0.6pp | 73.3%-7.7pp | 69.3%-3.7pp |
| Annual return | 9.51% | 21.76%-12.3pp | 1492.73%-1483.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $349 | $2,168-83.9% | $2,960-88.2% | $2,565-86.4% |
| Participant deferral / active EE | $392 | $3,166-87.6% | $4,276-90.8% | $3,952-90.1% |
| Admin fee / account holder | $1,129 | $4,593-75.4% | $5,949-81.0% | $6,260-82.0% |