Filed December 30, 2025 (most recent of 2 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.
Participant 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 | $41,824 | $76,367-45.2% | $93,606-55.3% | $72,985-42.7% |
| Participation rate | 51.2% | 71.7%-20.6pp | 75.8%-24.7pp | 69.5%-18.3pp |
| Annual return | 21.26% | 25.82%-4.6pp | 32.76%-11.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,121 | $3,538-68.3% | $4,069-72.5% | $3,607-68.9% |
| Admin fee / account holder | $1,125 | $6,838-83.6% | $7,888-85.7% | $5,124-78.1% |