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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,949 | $69,763+56.2% | $67,502+61.4% | $74,495+46.3% |
| Participation rate | 33.7% | 71.4%-37.7pp | 72.9%-39.2pp | 67.2%-33.5pp |
| Annual return | 14.39% | -40.34%+54.7pp | 3512.12%-3497.7pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,267 | $3,636-10.2% | $4,000-18.3% | $4,346-24.8% |
| Admin fee / account holder | $4,541 | $896+406.9% | $3,998+13.6% | $1,942+133.9% |