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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,820 | $54,229-59.8% | $70,092-68.9% | $68,494-68.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.20% | -13.87%-1.3pp | 190.73%-205.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,420 | $2,018+69.5% | $2,559+33.7% | $2,596+31.7% |
| Participant deferral / active EE | $5,511 | $2,956+86.4% | $3,849+43.2% | $4,027+36.8% |
| Admin fee / account holder | $2,104 | $4,694-55.2% | $6,267-66.4% | $5,403-61.1% |