Filed May 9, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $179,284 | $53,822+233.1% | $75,696+136.8% | $85,850+108.8% |
| Participation rate | 87.3% | 69.1%+18.2pp | 74.8%+12.5pp | 69.3%+18.0pp |
| Annual return | 24.08% | 24.54%-0.5pp | 104.53%-80.5pp | 318.53%-294.5pp |
| Employer contribution / active EE | $4,015 | $2,017+99.1% | $2,743+46.4% | $2,565+56.5% |
| Participant deferral / active EE | $5,436 | $2,895+87.8% | $3,821+42.3% | $3,952+37.6% |
| Admin fee / account holder | $2,066 | $3,343-38.2% | $3,619-42.9% | $6,260-67.0% |