Filed November 18, 2025 (most recent of 3 filings on file)
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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $142,280 | $60,124+136.6% | $90,404+57.4% | $79,858+78.2% |
| Participation rate | 64.4% | 65.0%-0.5pp | 72.7%-8.2pp | 69.6%-5.2pp |
| Annual return | 16.68% | 71.94%-55.3pp | 1293.02%-1276.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,658 | $2,938+126.6% | $3,963+68.0% | $3,740+78.0% |
| Admin fee / account holder | $1,760 | $3,976-55.7% | $5,611-68.6% | $5,306-66.8% |