Filed March 2, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $11,506 | $46,360-75.2% | $147,614-92.2% | $52,331-78.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.54% | 1.62%-2.2pp | 61.98%-62.5pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,328 | $2,126-37.5% | $5,564-76.1% | $1,882-29.4% |
| Participant deferral / active EE | $2,056 | $2,258-8.9% | $4,895-58.0% | $3,022-32.0% |
| Admin fee / account holder | $1,315 | $766+71.7% | $11,611-88.7% | $592+122.2% |