Filed October 22, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,169 | $138,347-23.3% | $184,203-42.4% | $80,856+31.3% |
| Participation rate | 64.3% | 83.9%-19.6pp | 86.8%-22.5pp | 67.6%-3.4pp |
| Annual return | 42.18% | 20.02%+22.2pp | 28.81%+13.4pp | 35.59%+6.6pp |
| Employer contribution / active EE | $2,718 | $4,850-44.0% | $6,427-57.7% | $2,755-1.3% |
| Participant deferral / active EE | $4,007 | $7,071-43.3% | $9,131-56.1% | $4,296-6.7% |
| Admin fee / account holder | $13,618 | $10,483+29.9% | $13,901-2.0% | $6,918+96.8% |