Filed June 30, 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.
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,171 | $74,927+48.4% | $101,794+9.2% | $84,808+31.1% |
| Participation rate | 68.9% | 61.4%+7.5pp | 69.2%-0.3pp | 68.3%+0.6pp |
| Annual return | 18.33% | 18.70%-0.4pp | 30.53%-12.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,061 | $1,522+35.4% | $2,289-10.0% | $2,631-21.7% |
| Participant deferral / active EE | $4,981 | $3,099+60.7% | $4,084+22.0% | $4,212+18.3% |
| Admin fee / account holder | $5,071 | $6,514-22.2% | $8,777-42.2% | $7,344-30.9% |