Filed August 4, 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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,520 | $61,660-22.9% | $80,019-40.6% | $64,186-26.0% |
| Participation rate | 35.7% | 71.7%-36.0pp | 75.8%-40.1pp | 69.6%-33.9pp |
| Annual return | -5.24% | -0.33%-4.9pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $411 | $1,810-77.3% | $2,468-83.4% | $2,381-82.7% |
| Participant deferral / active EE | $993 | $2,968-66.5% | $3,686-73.0% | $3,470-71.4% |
| Admin fee / account holder | $1,133 | $5,417-79.1% | $6,521-82.6% | $4,888-76.8% |