Filed July 7, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,691 | $93,024-49.8% | $77,024-39.4% | $134,475-65.3% |
| Participation rate | 27.3% | 74.5%-47.2pp | 67.9%-40.6pp | 81.2%-53.9pp |
| Annual return | -17.28% | 62.60%-79.9pp | 42.32%-59.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,113 | $3,418-38.2% | $2,812-24.9% | $4,740-55.4% |
| Participant deferral / active EE | $4,841 | $5,238-7.6% | $4,426+9.4% | $6,400-24.4% |
| Admin fee / account holder | $48,137 | $6,944+593.2% | $5,425+787.3% | $11,426+321.3% |