Filed May 7, 2025 (most recent of 2 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,351 | $94,031-31.6% | $115,768-44.4% | $82,448-21.9% |
| Participation rate | 9.7% | 70.4%-60.7pp | 74.4%-64.7pp | 68.1%-58.4pp |
| Annual return | 7.90% | 20.61%-12.7pp | 100.46%-92.6pp | 41.64%-33.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $841 | $3,972-78.8% | $4,917-82.9% | $4,139-79.7% |
| Admin fee / account holder | $3,050 | $10,249-70.2% | $12,439-75.5% | $7,234-57.8% |