Filed August 18, 2026
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,445 | $49,915-87.1% | $154,803-95.8% | $74,304-91.3% |
| Participation rate | 96.5% | 54.0%+42.5pp | 78.1%+18.4pp | 60.3%+36.1pp |
| Annual return | 9.61% | 34.06%-24.4pp | 58.88%-49.3pp | 29.43%-19.8pp |
| Employer contribution / active EE | $852 | $1,611-47.1% | $4,305-80.2% | $2,241-62.0% |
| Participant deferral / active EE | $2,088 | $2,255-7.4% | $5,540-62.3% | $3,767-44.6% |
| Admin fee / account holder | $1,012 | $2,189-53.7% | $14,329-92.9% | $2,969-65.9% |