Filed May 27, 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 | $94,127 | $48,570+93.8% | $130,648-28.0% | $72,985+29.0% |
| Participation rate | 61.0% | 58.6%+2.4pp | 71.7%-10.7pp | 69.5%-8.5pp |
| Annual return | 24.06% | 38.63%-14.6pp | 1708.96%-1684.9pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,209 | $1,334-9.4% | $4,092-70.4% | $2,440-50.4% |
| Participant deferral / active EE | $2,541 | $2,384+6.6% | $3,603-29.5% | $3,607-29.6% |
| Admin fee / account holder | $6,678 | $3,549+88.2% | $5,464+22.2% | $5,124+30.3% |