Filed September 8, 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 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,949 | $81,460-37.5% | $103,333-50.7% | $80,856-37.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.6%-67.6pp |
| Annual return | 8.39% | 25.55%-17.2pp | 24.88%-16.5pp | 35.59%-27.2pp |
| Employer contribution / active EE | $3,519 | $3,105+13.3% | $3,868-9.0% | $2,755+27.7% |
| Participant deferral / active EE | $4,039 | $3,869+4.4% | $5,057-20.1% | $4,296-6.0% |
| Admin fee / account holder | $1,439 | $6,566-78.1% | $8,355-82.8% | $6,918-79.2% |