Filed October 30, 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.
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 | $1,521 | $56,897-97.3% | $84,750-98.2% | $62,891-97.6% |
| Participation rate | 12.7% | 68.5%-55.8pp | 76.6%-63.9pp | 69.3%-56.6pp |
| Annual return | 4.41% | 6.30%-1.9pp | 22.78%-18.4pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $16 | $3,581-99.6% | $5,332-99.7% | $4,296-99.6% |