Filed September 4, 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.
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 | $44,412 | $57,065-22.2% | $75,670-41.3% | $70,131-36.7% |
| Participation rate | 47.9% | 68.1%-20.2pp | 72.3%-24.4pp | 69.5%-21.6pp |
| Annual return | 27.93% | 23.57%+4.4pp | 27.34%+0.6pp | 73.14%-45.2pp |
| Employer contribution / active EE | $1,652 | $1,817-9.0% | $2,352-29.7% | $2,342-29.5% |
| Participant deferral / active EE | $3,148 | $2,580+22.0% | $3,142+0.2% | $3,332-5.5% |
| Admin fee / account holder | $8,924 | $3,825+133.3% | $5,800+53.9% | $4,645+92.1% |