Filed July 17, 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 9-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 | $23,116 | $70,428-67.2% | $96,562-76.1% | $85,850-73.1% |
| Participation rate | 42.9% | 61.8%-18.9pp | 69.8%-27.0pp | 69.3%-26.5pp |
| Annual return | 11.87% | 18.59%-6.7pp | 37.78%-25.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $641 | $1,413-54.7% | $2,356-72.8% | $2,565-75.0% |
| Participant deferral / active EE | $1,328 | $2,894-54.1% | $3,849-65.5% | $3,952-66.4% |
| Admin fee / account holder | $1,801 | $4,997-64.0% | $6,181-70.9% | $6,260-71.2% |