Filed March 14, 2025 (most recent of 2 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.
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 | $42,572 | $65,241-34.7% | $126,539-66.4% | $85,563-50.2% |
| Participation rate | 15.3% | 48.6%-33.3pp | 69.8%-54.5pp | 66.0%-50.6pp |
| Annual return | 16.29% | 42.19%-25.9pp | 425.95%-409.7pp | 31.51%-15.2pp |
| Employer contribution / active EE | $322 | $1,937-83.4% | $3,674-91.2% | $2,654-87.9% |
| Participant deferral / active EE | $471 | $3,032-84.5% | $4,083-88.5% | $4,375-89.2% |
| Admin fee / account holder | $3,802 | $1,031+268.8% | $6,065-37.3% | $834+355.8% |