Filed May 29, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $212,416 | $95,803+121.7% | $113,168+87.7% | $84,808+150.5% |
| Participation rate | 47.2% | 72.9%-25.7pp | 76.6%-29.4pp | 68.3%-21.1pp |
| Annual return | 12.06% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $423 | $2,360-82.1% | $2,975-85.8% | $2,631-83.9% |
| Participant deferral / active EE | $3,475 | $4,242-18.1% | $5,107-31.9% | $4,212-17.5% |
| Admin fee / account holder | $19,156 | $8,989+113.1% | $12,068+58.7% | $7,344+160.9% |