Filed May 19, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,670 | $69,763-18.8% | $67,502-16.0% | $74,495-23.9% |
| Participation rate | 32.5% | 71.4%-38.8pp | 72.9%-40.3pp | 67.2%-34.7pp |
| Annual return | 14.92% | -40.34%+55.3pp | 3512.12%-3497.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $841 | $2,704-68.9% | $2,731-69.2% | $2,623-67.9% |
| Participant deferral / active EE | $1,641 | $3,636-54.9% | $4,000-59.0% | $4,346-62.2% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |