Filed July 14, 2026 (most recent of 2 filings on file)
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 | $41,660 | $55,453-24.9% | $170,442-75.6% | $62,292-33.1% |
| Participation rate | 64.6% | 66.4%-1.8pp | 83.6%-19.0pp | 69.5%-4.9pp |
| Annual return | 15.94% | 21.38%-5.4pp | 205.93%-190.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $2,093 | $2,164-3.3% | $5,433-61.5% | $2,042+2.5% |
| Participant deferral / active EE | $847 | $2,303-63.2% | $4,939-82.9% | $3,169-73.3% |
| Admin fee / account holder | $1,478 | $455+224.7% | $13,880-89.4% | $479+208.2% |