Filed July 9, 2025 (most recent of 2 filings on file)
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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,137 | $68,719-91.1% | $91,541-93.3% | $84,808-92.8% |
| Participation rate | 54.8% | 64.5%-9.7pp | 69.8%-14.9pp | 68.3%-13.5pp |
| Annual return | 0.00% | 19.12%-19.1pp | 20.50%-20.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,024 | $3,136-67.3% | $4,008-74.4% | $4,212-75.7% |
| Admin fee / account holder | $82 | $5,786-98.6% | $6,956-98.8% | $7,344-98.9% |