Filed September 25, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,517 | $48,795+122.4% | $65,493+65.7% | $84,808+28.0% |
| Participation rate | 35.1% | 67.0%-31.9pp | 73.1%-38.0pp | 68.3%-33.2pp |
| Annual return | 11.64% | 20.20%-8.6pp | 982.45%-970.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,129 | $1,930+62.2% | $2,574+21.6% | $2,631+18.9% |
| Participant deferral / active EE | $3,538 | $2,928+20.8% | $3,961-10.7% | $4,212-16.0% |
| Admin fee / account holder | $22,398 | $3,877+477.7% | $5,028+345.5% | $7,344+205.0% |