Filed January 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,228 | $61,774+436.2% | $97,226+240.7% | $80,856+309.6% |
| Participation rate | 70.9% | 63.5%+7.4pp | 72.7%-1.8pp | 67.6%+3.3pp |
| Annual return | 0.00% | -557.90%+557.9pp | 75.13%-75.1pp | 35.59%-35.6pp |
| Employer contribution / active EE | $7,144 | $1,837+289.0% | $2,729+161.8% | $2,755+159.3% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,429 | $5,166+43.8% | $5,654+31.4% | $6,918+7.4% |