Filed April 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 9-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,991 | $87,870-6.7% | $113,168-27.5% | $74,304+10.3% |
| Participation rate | 74.2% | 70.7%+3.4pp | 76.6%-2.4pp | 60.3%+13.8pp |
| Annual return | 17.59% | 26.44%-8.9pp | 24.27%-6.7pp | 29.43%-11.8pp |
| Employer contribution / active EE | $3,298 | $2,277+44.8% | $2,975+10.8% | $2,241+47.1% |
| Participant deferral / active EE | $5,894 | $4,241+39.0% | $5,107+15.4% | $3,767+56.5% |
| Admin fee / account holder | $3,644 | $3,368+8.2% | $12,068-69.8% | $2,969+22.7% |