Filed February 5, 2025 (most recent of 2 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.
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 | $60,011 | $148,978-59.7% | $200,582-70.1% | $84,808-29.2% |
| Participation rate | 73.9% | 84.2%-10.4pp | 86.9%-13.0pp | 68.3%+5.6pp |
| Annual return | 15.08% | 28.16%-13.1pp | 42.33%-27.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,079 | $4,815-77.6% | $6,419-83.2% | $2,631-59.0% |
| Participant deferral / active EE | $3,316 | $7,142-53.6% | $9,331-64.5% | $4,212-21.3% |
| Admin fee / account holder | $6,089 | $13,977-56.4% | $16,305-62.7% | $7,344-17.1% |