Filed August 10, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,638 | $56,972-81.3% | $182,532-94.2% | $65,185-83.7% |
| Participation rate | 44.0% | 66.5%-22.5pp | 78.0%-34.0pp | 70.2%-26.2pp |
| Annual return | 14.83% | 27.67%-12.8pp | 148.54%-133.7pp | 29.38%-14.5pp |
| Employer contribution / active EE | $115 | $1,615-92.9% | $4,076-97.2% | $2,177-94.7% |
| Participant deferral / active EE | $1,554 | $3,526-55.9% | $5,524-71.9% | $3,514-55.8% |
| Admin fee / account holder | $3,322 | $528+529.4% | $8,592-61.3% | $847+292.2% |