Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,696 | $96,557-57.9% | $80,975-49.7% | $273,961-85.1% |
| Participation rate | 55.0% | 79.1%-24.1pp | 75.8%-20.8pp | 83.0%-28.0pp |
| Annual return | 8.78% | 15.14%-6.4pp | 17.10%-8.3pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,231 | $4,868-74.7% | $3,714-66.9% | $4,869-74.7% |
| Participant deferral / active EE | $2,849 | $6,598-56.8% | $5,696-50.0% | $5,287-46.1% |
| Admin fee / account holder | $619 | $7,492-91.7% | $5,516-88.8% | $10,132-93.9% |