Filed July 1, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $7,021 | $63,346-88.9% | $92,233-92.4% | $70,131-90.0% |
| Participation rate | 75.4% | 68.7%+6.7pp | 76.5%-1.1pp | 69.5%+5.8pp |
| Annual return | 10.32% | 530.12%-519.8pp | 176.28%-166.0pp | 73.14%-62.8pp |
| Employer contribution / active EE | $5,525 | $2,471+123.6% | $3,679+50.2% | $2,342+135.9% |
| Participant deferral / active EE | $468 | $2,854-83.6% | $3,897-88.0% | $3,332-85.9% |
| Admin fee / account holder | $4,169 | $3,840+8.6% | $5,194-19.7% | $4,645-10.3% |