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 | $39,926 | $58,927-32.2% | $76,817-48.0% | $72,985-45.3% |
| Participation rate | 43.4% | 67.3%-24.0pp | 72.1%-28.7pp | 69.5%-26.1pp |
| Annual return | 19.84% | 2305.64%-2285.8pp | 1166.11%-1146.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,425 | $1,787-20.3% | $2,302-38.1% | $2,440-41.6% |
| Participant deferral / active EE | $2,595 | $2,690-3.6% | $3,336-22.2% | $3,607-28.1% |
| Admin fee / account holder | $733 | $4,013-81.7% | $6,420-88.6% | $5,124-85.7% |