Filed April 18, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,987 | $72,012+80.5% | $185,823-30.0% | $79,858+62.8% |
| Participation rate | 63.1% | 65.8%-2.7pp | 78.0%-15.0pp | 69.6%-6.6pp |
| Annual return | 14.26% | 23.12%-8.9pp | 35.95%-21.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,528 | $1,965+28.7% | $4,087-38.2% | $2,471+2.3% |
| Participant deferral / active EE | $6,586 | $3,779+74.3% | $5,632+16.9% | $3,740+76.1% |
| Admin fee / account holder | $9,228 | $4,513+104.5% | $9,500-2.9% | $5,306+73.9% |