Filed July 29, 2026 (most recent of 3 filings on file)
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 | $136,943 | $70,475+94.3% | $100,516+36.2% | $79,858+71.5% |
| Participation rate | 66.7% | 73.7%-7.0pp | 79.4%-12.7pp | 69.6%-3.0pp |
| Annual return | 17.30% | 21.90%-4.6pp | 30.89%-13.6pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,123 | $2,165-1.9% | $3,418-37.9% | $2,471-14.1% |
| Participant deferral / active EE | $7,543 | $5,181+45.6% | $6,270+20.3% | $3,740+101.7% |
| Admin fee / account holder | $14,605 | $4,478+226.1% | $8,081+80.7% | $5,306+175.2% |