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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,648 | $63,764-20.6% | $81,930-38.2% | $79,858-36.6% |
| Participation rate | 46.5% | 67.5%-21.0pp | 72.0%-25.5pp | 69.6%-23.2pp |
| Annual return | 6.29% | 22.66%-16.4pp | 29.49%-23.2pp | 31.71%-25.4pp |
| Employer contribution / active EE | $1,672 | $1,795-6.9% | $4,310-61.2% | $2,471-32.3% |
| Participant deferral / active EE | $3,131 | $2,780+12.6% | $7,107-55.9% | $3,740-16.3% |
| Admin fee / account holder | $23,222 | $4,426+424.6% | $5,158+350.2% | $5,306+337.6% |