Filed March 6, 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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,766 | $61,156-79.1% | $185,823-93.1% | $79,386-83.9% |
| Participation rate | 10.8% | 66.6%-55.8pp | 81.7%-70.9pp | 70.7%-59.9pp |
| Annual return | 52.32% | 19.45%+32.9pp | 122.05%-69.7pp | 116.85%-64.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $407 | $2,789-85.4% | $5,568-92.7% | $4,046-89.9% |
| Admin fee / account holder | $165 | $710-76.8% | $16,237-99.0% | $626-73.7% |