Filed March 12, 2025 (most recent of 3 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,346 | $148,978-54.8% | $200,582-66.4% | $84,808-20.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 10.06% | 28.16%-18.1pp | 42.33%-32.3pp | 40.90%-30.8pp |
| Employer contribution / active EE | $4,627 | $4,815-3.9% | $6,419-27.9% | $2,631+75.9% |
| Participant deferral / active EE | $2,950 | $7,142-58.7% | $9,331-68.4% | $4,212-30.0% |
| Admin fee / account holder | $11,673 | $13,977-16.5% | $16,305-28.4% | $7,344+58.9% |