Filed July 13, 2026 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $142,282 | $136,307+4.4% | $177,821-20.0% | $73,488+93.6% |
| Participation rate | 85.0% | 86.1%-1.1pp | 87.7%-2.7pp | 70.7%+14.3pp |
| Annual return | 18.02% | 18.68%-0.7pp | 48.32%-30.3pp | 28.51%-10.5pp |
| Employer contribution / active EE | $3,574 | $3,712-3.7% | $5,918-39.6% | $2,270+57.4% |
| Participant deferral / active EE | $5,417 | $5,829-7.1% | $7,714-29.8% | $3,740+44.9% |
| Admin fee / account holder | $1,963 | $596+229.5% | $12,427-84.2% | $513+282.5% |