Filed June 30, 2026 (most recent of 7 filings on file)
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 | $44,561 | $52,406-15.0% | $129,207-65.5% | $74,495-40.2% |
| Participation rate | 31.1% | 53.8%-22.7pp | 69.6%-38.5pp | 67.2%-36.1pp |
| Annual return | 22.85% | 15.66%+7.2pp | 9417.33%-9394.5pp | 1364.94%-1342.1pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,854 | $2,794+2.1% | $4,168-31.5% | $4,346-34.3% |
| Admin fee / account holder | $10,889 | $2,633+313.6% | $7,715+41.1% | $1,942+460.8% |