Filed February 14, 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.
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 | $12,172 | $95,416-87.2% | $185,823-93.4% | $85,850-85.8% |
| Participation rate | 80.6% | 68.8%+11.9pp | 81.7%-1.1pp | 69.3%+11.3pp |
| Annual return | 9.30% | 23.59%-14.3pp | 122.05%-112.7pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,202 | $3,314-63.7% | $5,167-76.7% | $2,565-53.1% |
| Participant deferral / active EE | $1,328 | $3,423-61.2% | $5,568-76.1% | $3,952-66.4% |
| Admin fee / account holder | $1,822 | $7,213-74.7% | $16,237-88.8% | $6,260-70.9% |