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 | $62,259 | $67,984-8.4% | $65,493-4.9% | $74,304-16.2% |
| Participation rate | 29.4% | 66.3%-36.9pp | 73.1%-43.7pp | 60.3%-30.9pp |
| Annual return | 11.33% | 19.87%-8.5pp | 982.45%-971.1pp | 29.43%-18.1pp |
| Employer contribution / active EE | $792 | $2,491-68.2% | $2,574-69.2% | $2,241-64.7% |
| Participant deferral / active EE | $1,285 | $3,346-61.6% | $3,961-67.6% | $3,767-65.9% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |