Filed May 20, 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 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.
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 | $88,177 | $53,516+64.8% | $126,539-30.3% | $84,808+4.0% |
| Participation rate | 38.2% | 58.2%-20.1pp | 69.8%-31.7pp | 68.3%-30.2pp |
| Annual return | 16.26% | 58.34%-42.1pp | 425.95%-409.7pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,237 | $1,535-19.4% | $3,674-66.3% | $2,631-53.0% |
| Participant deferral / active EE | $2,814 | $2,671+5.4% | $4,083-31.1% | $4,212-33.2% |
| Admin fee / account holder | $2,421 | $4,497-46.2% | $6,065-60.1% | $7,344-67.0% |