Filed July 21, 2026 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,368 | $89,355-17.9% | $141,162-48.0% | $72,985+0.5% |
| Participation rate | 86.4% | 75.1%+11.3pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 22.24% | 111.85%-89.6pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,084 | $3,114-65.2% | $4,735-77.1% | $2,440-55.6% |
| Participant deferral / active EE | $7,653 | $5,418+41.2% | $6,709+14.1% | $3,607+112.1% |
| Admin fee / account holder | $6,522 | $5,958+9.5% | $10,261-36.4% | $5,124+27.3% |