Filed September 12, 2025 (most recent of 3 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.
See the 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,699 | $53,777-82.0% | $134,143-92.8% | $79,858-87.9% |
| Participation rate | 47.6% | 58.8%-11.2pp | 72.2%-24.6pp | 69.6%-22.0pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.33%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,265 | $1,321-4.2% | $3,704-65.8% | $2,471-48.8% |
| Participant deferral / active EE | $2,111 | $2,420-12.8% | $3,499-39.7% | $3,740-43.5% |
| Admin fee / account holder | $296 | $3,984-92.6% | $6,684-95.6% | $5,306-94.4% |