Filed August 24, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $798,705 | $80,717+889.5% | $154,803+415.9% | $84,808+841.8% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 10.72% | 37.96%-27.2pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $47,130 | $2,761+1606.8% | $4,305+994.7% | $2,631+1691.4% |
| Participant deferral / active EE | $15,655 | $3,303+373.9% | $5,540+182.6% | $4,212+271.7% |
| Admin fee / account holder | $266,726 | $6,746+3854.0% | $14,329+1761.4% | $7,344+3532.0% |