Filed May 30, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,719 | $109,881+19.9% | $150,045-12.2% | $84,808+55.3% |
| Participation rate | 44.0% | 76.1%-32.1pp | 82.3%-38.3pp | 68.3%-24.3pp |
| Annual return | 13.73% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,035 | $3,561-71.0% | $4,693-78.0% | $2,631-60.7% |
| Participant deferral / active EE | $2,035 | $6,636-69.3% | $7,997-74.5% | $4,212-51.7% |
| Admin fee / account holder | $12,155 | $8,568+41.9% | $13,435-9.5% | $7,344+65.5% |