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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,834 | $148,978-56.5% | $200,582-67.7% | $84,808-23.6% |
| Participation rate | 69.0% | 84.2%-15.3pp | 86.9%-17.9pp | 68.3%+0.7pp |
| Annual return | 12.97% | 28.16%-15.2pp | 42.33%-29.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,030 | $4,815-57.8% | $6,419-68.4% | $2,631-22.9% |
| Participant deferral / active EE | $2,515 | $7,142-64.8% | $9,331-73.1% | $4,212-40.3% |
| Admin fee / account holder | $15,220 | $13,977+8.9% | $16,305-6.7% | $7,344+107.3% |