Filed January 22, 2025 (most recent of 5 filings on file)
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,127 | $56,357+79.4% | $104,294-3.0% | $68,494+47.6% |
| Participation rate | 63.7% | 63.3%+0.5pp | 73.3%-9.5pp | 67.9%-4.1pp |
| Annual return | -15.61% | -9.19%-6.4pp | 24.61%-40.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,913 | $1,960-2.4% | $3,372-43.3% | $2,596-26.3% |
| Participant deferral / active EE | $4,750 | $3,077+54.4% | $4,625+2.7% | $4,027+18.0% |
| Admin fee / account holder | $3,479 | $4,903-29.0% | $7,339-52.6% | $5,403-35.6% |