Filed March 6, 2025
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 6-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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,582 | $50,815-71.3% | $155,509-90.6% | $77,643-81.2% |
| Participation rate | 10.2% | 63.1%-52.9pp | 78.2%-68.0pp | 70.6%-60.4pp |
| Annual return | 36.54% | 34.80%+1.7pp | 64.67%-28.1pp | 31.24%+5.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $567 | $2,822-79.9% | $5,626-89.9% | $4,647-87.8% |
| Admin fee / account holder | $2,547 | $437+483.2% | $15,912-84.0% | $430+491.7% |