Filed September 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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,432 | $81,460-78.6% | $103,333-83.1% | $80,856-78.4% |
| Participation rate | 48.0% | 66.8%-18.8pp | 74.5%-26.5pp | 67.6%-19.6pp |
| Annual return | 30.28% | 25.55%+4.7pp | 24.88%+5.4pp | 35.59%-5.3pp |
| Employer contribution / active EE | $711 | $3,105-77.1% | $3,868-81.6% | $2,755-74.2% |
| Participant deferral / active EE | $3,130 | $3,869-19.1% | $5,057-38.1% | $4,296-27.1% |
| Admin fee / account holder | $812 | $6,566-87.6% | $8,355-90.3% | $6,918-88.3% |