Filed May 6, 2025 (most recent of 3 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 | $150,485 | $114,381+31.6% | $107,525+40.0% | $142,382+5.7% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.1%-20.1pp | 80.1%-25.1pp |
| Annual return | 15.78% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,860 | $4,015-53.7% | $3,754-50.4% | $4,299-56.7% |
| Participant deferral / active EE | $4,541 | $5,564-18.4% | $5,116-11.2% | $6,507-30.2% |
| Admin fee / account holder | $4,235 | $9,860-57.0% | $8,919-52.5% | $12,624-66.5% |