Filed March 4, 2025 (most recent of 2 filings on file)
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 10-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,739 | $65,557+36.9% | $64,056+40.1% | $71,457+25.6% |
| Participation rate | 35.3% | 73.2%-37.9pp | 72.3%-37.0pp | 67.9%-32.6pp |
| Annual return | 21.56% | 18.94%+2.6pp | 33.69%-12.1pp | 28.85%-7.3pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,911 | $3,626-19.7% | $3,880-25.0% | $4,289-32.1% |
| Admin fee / account holder | $1,958 | $616+218.0% | $3,068-36.2% | $1,587+23.4% |