Filed July 20, 2026 (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.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,243 | $72,400-14.0% | $67,502-7.8% | $145,922-57.3% |
| Participation rate | 53.3% | 76.9%-23.5pp | 72.9%-19.5pp | 80.3%-26.9pp |
| Annual return | 12.52% | 7182.46%-7169.9pp | 3512.12%-3499.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,558 | $4,783-46.5% | $4,000-36.0% | $6,688-61.7% |
| Admin fee / account holder | $3,273 | $5,539-40.9% | $3,998-18.1% | $13,397-75.6% |