Filed May 7, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,923 | $61,660-69.3% | $80,019-76.4% | $64,186-70.5% |
| Participation rate | 72.2% | 71.7%+0.5pp | 75.8%-3.6pp | 69.6%+2.7pp |
| Annual return | -6.40% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,925 | $1,810+6.3% | $2,468-22.0% | $2,381-19.2% |
| Participant deferral / active EE | $3,605 | $2,968+21.5% | $3,686-2.2% | $3,470+3.9% |
| Admin fee / account holder | $1,927 | $5,417-64.4% | $6,521-70.4% | $4,888-60.6% |