Filed July 17, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,834 | $79,519-2.1% | $95,952-18.9% | $73,409+6.0% |
| Participation rate | 54.0% | 81.2%-27.1pp | 77.1%-23.0pp | 72.2%-18.1pp |
| Annual return | 17.73% | 19.20%-1.5pp | 91.61%-73.9pp | 59.29%-41.6pp |
| Employer contribution / active EE | $1,861 | $2,048-9.1% | $2,541-26.8% | $2,234-16.7% |
| Participant deferral / active EE | $4,077 | $4,138-1.5% | $4,167-2.2% | $3,805+7.1% |
| Admin fee / account holder | $247 | $184+33.8% | $6,795-96.4% | $158+56.2% |