Filed January 9, 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 9-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 | $58,687 | $62,586-6.2% | $76,768-23.6% | $64,186-8.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -8.09% | -1.95%-6.1pp | 2.43%-10.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,004 | $1,832-45.2% | $2,485-59.6% | $2,381-57.8% |
| Participant deferral / active EE | $1,894 | $3,145-39.8% | $3,852-50.8% | $3,470-45.4% |
| Admin fee / account holder | $844 | $4,667-81.9% | $6,675-87.4% | $4,888-82.7% |