Filed October 16, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,357 | $63,114-53.5% | $92,893-68.4% | $65,185-55.0% |
| Participation rate | 27.7% | 68.8%-41.1pp | 76.0%-48.3pp | 70.2%-42.5pp |
| Annual return | 22.74% | 28.75%-6.0pp | 109.41%-86.7pp | 29.38%-6.6pp |
| Employer contribution / active EE | $658 | $2,571-74.4% | $3,653-82.0% | $2,177-69.8% |
| Participant deferral / active EE | $1,280 | $3,108-58.8% | $4,236-69.8% | $3,514-63.6% |
| Admin fee / account holder | $376 | $624-39.7% | $5,794-93.5% | $847-55.6% |