Filed March 31, 2025 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,514 | $60,349+10.2% | $74,183-10.3% | $62,891+5.8% |
| Participation rate | 53.3% | 72.7%-19.4pp | 76.6%-23.3pp | 69.3%-16.0pp |
| Annual return | 2.97% | 21.37%-18.4pp | 17.74%-14.8pp | 20.14%-17.2pp |
| Employer contribution / active EE | $403 | $1,680-76.0% | $2,370-83.0% | $2,281-82.3% |
| Participant deferral / active EE | $1,805 | $2,856-36.8% | $3,550-49.2% | $3,203-43.7% |
| Admin fee / account holder | $3,807 | $4,261-10.7% | $5,586-31.8% | $4,296-11.4% |