Filed March 17, 2026 (most recent of 2 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,486 | $138,347-5.0% | $184,203-28.6% | $80,856+62.6% |
| Participation rate | 77.4% | 83.9%-6.5pp | 86.8%-9.4pp | 67.6%+9.8pp |
| Annual return | 7.89% | 20.02%-12.1pp | 28.81%-20.9pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,427 | $4,850-70.6% | $6,427-77.8% | $2,755-48.2% |
| Participant deferral / active EE | $4,677 | $7,071-33.9% | $9,131-48.8% | $4,296+8.9% |
| Admin fee / account holder | $19,347 | $10,483+84.5% | $13,901+39.2% | $6,918+179.7% |