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.
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 | $20,040 | $79,944-74.9% | $98,439-79.6% | $75,163-73.3% |
| Participation rate | 63.8% | 70.4%-6.6pp | 75.2%-11.4pp | 67.2%-3.4pp |
| Annual return | 11.09% | 19.75%-8.7pp | 21.16%-10.1pp | 160.62%-149.5pp |
| Employer contribution / active EE | $1,320 | $2,264-41.7% | $3,048-56.7% | $2,670-50.6% |
| Participant deferral / active EE | $2,572 | $3,752-31.4% | $4,738-45.7% | $4,125-37.7% |
| Admin fee / account holder | $10,839 | $6,840+58.5% | $8,948+21.1% | $5,651+91.8% |