Filed June 17, 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 10-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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,860 | $138,347-52.4% | $184,203-64.2% | $80,856-18.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 86.8%-15.4pp | 67.6%+3.8pp |
| Annual return | 13.02% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,196 | $4,850-54.7% | $6,427-65.8% | $2,755-20.3% |
| Participant deferral / active EE | $2,772 | $7,071-60.8% | $9,131-69.6% | $4,296-35.5% |
| Admin fee / account holder | $897 | $10,483-91.4% | $13,901-93.5% | $6,918-87.0% |