Filed March 14, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,541 | $45,602+2.1% | $117,472-60.4% | $66,914-30.4% |
| Participation rate | 84.2% | 57.6%+26.5pp | 70.6%+13.6pp | 69.8%+14.4pp |
| Annual return | -15.69% | -16.74%+1.0pp | 29.74%-45.4pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,023 | $1,579+28.1% | $4,176-51.6% | $2,544-20.5% |
| Participant deferral / active EE | $3,327 | $2,845+16.9% | $4,070-18.3% | $4,237-21.5% |
| Admin fee / account holder | $6,191 | $661+837.2% | $5,645+9.7% | $593+943.6% |