Filed August 19, 2025
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,838 | $45,031-69.3% | $84,966-83.7% | $77,643-82.2% |
| Participation rate | 10.7% | 48.7%-38.0pp | 67.5%-56.8pp | 70.6%-59.9pp |
| Annual return | 12.69% | 79.22%-66.5pp | 66.38%-53.7pp | 31.24%-18.5pp |
| Employer contribution / active EE | $706 | $1,609-56.1% | $2,727-74.1% | $2,726-74.1% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1,462 | $912+60.3% | $6,149-76.2% | $430+239.7% |