Filed July 30, 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 4-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 | $38,638 | $88,581-56.4% | $145,661-73.5% | $74,304-48.0% |
| Participation rate | 59.8% | 64.9%-5.2pp | 77.2%-17.4pp | 60.3%-0.6pp |
| Annual return | 20.53% | 34.30%-13.8pp | 101.46%-80.9pp | 29.43%-8.9pp |
| Employer contribution / active EE | $1,808 | $2,612-30.8% | $4,238-57.3% | $2,241-19.3% |
| Participant deferral / active EE | $2,849 | $4,151-31.4% | $7,198-60.4% | $3,767-24.4% |
| Admin fee / account holder | $5,424 | $2,953+83.7% | $12,466-56.5% | $2,969+82.7% |