Filed October 27, 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.
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 | $15,634 | $68,547-77.2% | $120,354-87.0% | $80,856-80.7% |
| Participation rate | 46.3% | 61.6%-15.3pp | 71.9%-25.6pp | 67.6%-21.3pp |
| Annual return | 36.59% | 23.60%+13.0pp | 107.15%-70.6pp | 35.59%+1.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,991-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $5,732-100.0% | $9,423-100.0% | $6,918-100.0% |