Filed July 30, 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,849 | $110,094-39.3% | $151,611-55.9% | $68,494-2.4% |
| Participation rate | 62.7% | 84.0%-21.3pp | 87.5%-24.8pp | 67.9%-5.2pp |
| Annual return | -16.73% | -10.12%-6.6pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,584 | $4,471-42.2% | $6,166-58.1% | $2,596-0.5% |
| Participant deferral / active EE | $7,428 | $6,527+13.8% | $8,363-11.2% | $4,027+84.4% |
| Admin fee / account holder | $11,342 | $7,719+47.0% | $11,616-2.4% | $5,403+109.9% |