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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,792 | $78,422-2.1% | $95,952-20.0% | $79,858-3.8% |
| Participation rate | 35.9% | 73.5%-37.6pp | 77.1%-41.2pp | 69.6%-33.7pp |
| Annual return | 17.26% | 19.37%-2.1pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $517 | $1,945-73.4% | $2,541-79.7% | $2,471-79.1% |
| Participant deferral / active EE | $2,545 | $3,440-26.0% | $4,167-38.9% | $3,740-31.9% |
| Admin fee / account holder | $6,239 | $5,622+11.0% | $6,795-8.2% | $5,306+17.6% |