Filed January 20, 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.
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.)
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 | $189,376 | $86,944+117.8% | $107,525+76.1% | $74,304+154.9% |
| Participation rate | 13.7% | 59.6%-45.8pp | 75.1%-61.4pp | 60.3%-46.6pp |
| Annual return | 19.16% | 23.52%-4.4pp | 181.32%-162.2pp | 29.43%-10.3pp |
| Employer contribution / active EE | $1,092 | $2,757-60.4% | $3,754-70.9% | $2,241-51.3% |
| Participant deferral / active EE | $1,450 | $3,554-59.2% | $5,116-71.7% | $3,767-61.5% |
| Admin fee / account holder | $1,725 | $3,727-53.7% | $8,919-80.7% | $2,969-41.9% |