Filed April 2, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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.)
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 | $81,149 | $96,484-15.9% | $156,263-48.1% | $74,304+9.2% |
| Participation rate | 52.9% | 67.7%-14.8pp | 78.9%-26.0pp | 60.3%-7.5pp |
| Annual return | 14.97% | 17.73%-2.8pp | 59.47%-44.5pp | 29.43%-14.5pp |
| Employer contribution / active EE | $2,075 | $2,528-17.9% | $4,333-52.1% | $2,241-7.4% |
| Participant deferral / active EE | $4,690 | $4,286+9.4% | $6,158-23.8% | $3,767+24.5% |
| Admin fee / account holder | $13,937 | $3,728+273.9% | $14,255-2.2% | $2,969+369.5% |