Filed December 26, 2025
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.
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 | $81,945 | $132,049-37.9% | $200,582-59.1% | $74,304+10.3% |
| Participation rate | 63.4% | 84.1%-20.6pp | 86.9%-23.5pp | 60.3%+3.1pp |
| Annual return | 20.49% | 22.22%-1.7pp | 42.33%-21.8pp | 29.43%-8.9pp |
| Employer contribution / active EE | $2,923 | $4,558-35.9% | $6,419-54.5% | $2,241+30.4% |
| Participant deferral / active EE | $6,153 | $7,213-14.7% | $9,331-34.1% | $3,767+63.3% |
| Admin fee / account holder | $329 | $2,405-86.3% | $16,305-98.0% | $2,969-88.9% |