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.
Employer contribution per participant 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 | $1,986 | $72,277-97.3% | $101,248-98.0% | $79,858-97.5% |
| Participation rate | 29.9% | 68.5%-38.6pp | 75.8%-46.0pp | 69.6%-39.8pp |
| Annual return | 16.53% | 22.30%-5.8pp | 46.47%-29.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $229 | $2,692-91.5% | $3,660-93.7% | $2,471-90.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16 | $4,400-99.6% | $5,945-99.7% | $5,306-99.7% |