Filed January 13, 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.
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 | $41,077 | $137,414-70.1% | $189,513-78.3% | $85,850-52.2% |
| Participation rate | 81.8% | 84.6%-2.8pp | 87.8%-6.0pp | 69.3%+12.5pp |
| Annual return | 17.09% | 38.14%-21.1pp | 555.15%-538.1pp | 318.53%-301.4pp |
| Employer contribution / active EE | $2,721 | $4,344-37.4% | $6,162-55.8% | $2,565+6.1% |
| Participant deferral / active EE | $4,844 | $6,260-22.6% | $8,221-41.1% | $3,952+22.6% |
| Admin fee / account holder | $8,878 | $8,630+2.9% | $12,045-26.3% | $6,260+41.8% |