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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,286 | $87,013-62.9% | $106,213-69.6% | $80,856-60.1% |
| Participation rate | 56.7% | 70.4%-13.8pp | 75.3%-18.6pp | 67.6%-11.0pp |
| Annual return | 11.34% | 17.05%-5.7pp | 116.14%-104.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,407 | $2,395-41.3% | $3,171-55.6% | $2,755-48.9% |
| Participant deferral / active EE | $2,954 | $3,986-25.9% | $5,016-41.1% | $4,296-31.2% |
| Admin fee / account holder | $2,546 | $8,431-69.8% | $11,033-76.9% | $6,918-63.2% |