Filed April 25, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,883 | $50,982-29.6% | $154,803-76.8% | $85,563-58.1% |
| Participation rate | 19.6% | 59.8%-40.1pp | 78.1%-58.4pp | 66.0%-46.3pp |
| Annual return | 11.05% | 30.35%-19.3pp | 58.88%-47.8pp | 31.51%-20.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,226 | $2,474-50.4% | $5,540-77.9% | $4,375-72.0% |
| Admin fee / account holder | $5,257 | $846+521.5% | $14,329-63.3% | $834+530.2% |