Filed February 6, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,465 | $71,883-17.3% | $86,677-31.4% | $68,494-13.2% |
| Participation rate | 98.9% | 72.2%+26.7pp | 76.6%+22.3pp | 67.9%+31.0pp |
| Annual return | -19.47% | 3.52%-23.0pp | 35.91%-55.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,174 | $2,173+0.1% | $2,836-23.4% | $2,596-16.3% |
| Participant deferral / active EE | $3,359 | $3,779-11.1% | $4,656-27.9% | $4,027-16.6% |
| Admin fee / account holder | $3,781 | $6,112-38.1% | $7,493-49.5% | $5,403-30.0% |