Filed February 9, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,766 | $84,487-15.1% | $125,339-42.7% | $66,914+7.3% |
| Participation rate | 56.4% | 76.4%-20.0pp | 82.4%-26.0pp | 69.8%-13.4pp |
| Annual return | -25.24% | -8.39%-16.8pp | 572.05%-597.3pp | 1.58%-26.8pp |
| Employer contribution / active EE | $4,626 | $3,553+30.2% | $4,814-3.9% | $2,544+81.8% |
| Participant deferral / active EE | $10,527 | $6,781+55.2% | $7,446+41.4% | $4,237+148.5% |
| Admin fee / account holder | $18 | $685-97.4% | $10,010-99.8% | $593-97.0% |