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 | $33,525 | $54,726-38.7% | $68,793-51.3% | $64,186-47.8% |
| Participation rate | 47.5% | 68.0%-20.5pp | 72.2%-24.7pp | 69.6%-22.0pp |
| Annual return | -7.11% | -1.62%-5.5pp | -4.63%-2.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,416 | $1,846-23.3% | $2,625-46.1% | $2,381-40.5% |
| Participant deferral / active EE | $2,856 | $2,626+8.8% | $3,311-13.7% | $3,470-17.7% |
| Admin fee / account holder | $6,904 | $4,027+71.4% | $5,131+34.6% | $4,888+41.2% |