Filed February 16, 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 | $147,981 | $66,098+123.9% | $101,794+45.4% | $74,304+99.2% |
| Participation rate | 54.1% | 53.8%+0.4pp | 69.2%-15.0pp | 60.3%-6.2pp |
| Annual return | 14.25% | 19.59%-5.3pp | 30.53%-16.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,684 | $1,082+55.7% | $2,289-26.4% | $2,241-24.9% |
| Participant deferral / active EE | $4,102 | $2,781+47.5% | $4,084+0.4% | $3,767+8.9% |
| Admin fee / account holder | $6,796 | $4,146+63.9% | $8,777-22.6% | $2,969+128.9% |