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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,939 | $70,428+12.1% | $96,562-18.3% | $85,850-8.0% |
| Participation rate | 57.8% | 61.8%-4.0pp | 69.8%-12.0pp | 69.3%-11.5pp |
| Annual return | 14.68% | 18.59%-3.9pp | 37.78%-23.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,894 | $2,8940% | $3,849-24.8% | $3,952-26.8% |
| Admin fee / account holder | $348 | $4,997-93.0% | $6,181-94.4% | $6,260-94.4% |