Filed July 8, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,759 | $87,841-66.1% | $133,980-77.8% | $62,891-52.7% |
| Participation rate | 93.1% | 83.4%+9.7pp | 87.1%+6.0pp | 69.3%+23.7pp |
| Annual return | 37.53% | 12.05%+25.5pp | 29.30%+8.2pp | 20.14%+17.4pp |
| Employer contribution / active EE | $1,894 | $3,483-45.6% | $5,211-63.7% | $2,281-17.0% |
| Participant deferral / active EE | $3,238 | $4,812-32.7% | $6,282-48.5% | $3,203+1.1% |
| Admin fee / account holder | $1,859 | $5,371-65.4% | $9,324-80.1% | $4,296-56.7% |