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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,100 | $94,625-69.2% | $116,228-75.0% | $84,808-65.7% |
| Participation rate | 85.2% | 70.4%+14.8pp | 74.6%+10.7pp | 68.3%+16.9pp |
| Annual return | 18.00% | 20.40%-2.4pp | 90.06%-72.1pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,867 | $2,347-20.4% | $2,994-37.6% | $2,631-29.0% |
| Participant deferral / active EE | $3,944 | $3,972-0.7% | $4,953-20.4% | $4,212-6.4% |
| Admin fee / account holder | $427 | $10,091-95.8% | $11,989-96.4% | $7,344-94.2% |