Filed April 24, 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 7-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.
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 | $16,517 | $93,571-82.3% | $135,903-87.8% | $75,163-78.0% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 26.36% | 30.90%-4.5pp | 68.23%-41.9pp | 160.62%-134.3pp |
| Employer contribution / active EE | $2,013 | $3,537-43.1% | $4,856-58.5% | $2,670-24.6% |
| Participant deferral / active EE | $3,510 | $6,404-45.2% | $7,758-54.8% | $4,125-14.9% |
| Admin fee / account holder | $923 | $6,975-86.8% | $10,762-91.4% | $5,651-83.7% |