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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,547 | $45,602+28.4% | $117,472-50.2% | $66,914-12.5% |
| Participation rate | 31.4% | 57.6%-26.3pp | 70.6%-39.2pp | 69.8%-38.4pp |
| Annual return | -19.73% | -16.74%-3.0pp | 29.74%-49.5pp | 1.58%-21.3pp |
| Employer contribution / active EE | $836 | $1,579-47.0% | $4,176-80.0% | $2,544-67.1% |
| Participant deferral / active EE | $2,046 | $2,845-28.1% | $4,070-49.7% | $4,237-51.7% |
| Admin fee / account holder | $34,786 | $661+5165.6% | $5,645+516.3% | $593+5763.5% |