Filed July 14, 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.
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,891 | $59,097-49.4% | $82,389-63.7% | $74,304-59.8% |
| Participation rate | 36.7% | 52.8%-16.1pp | 69.5%-32.9pp | 60.3%-23.7pp |
| Annual return | 17.09% | 22.85%-5.8pp | 28.67%-11.6pp | 29.43%-12.3pp |
| Employer contribution / active EE | $537 | $1,601-66.5% | $2,517-78.7% | $2,241-76.0% |
| Participant deferral / active EE | $1,570 | $2,775-43.4% | $4,155-62.2% | $3,767-58.3% |
| Admin fee / account holder | $3,241 | $4,489-27.8% | $7,231-55.2% | $2,969+9.2% |