Filed January 19, 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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,958 | $214,378-60.8% | $200,582-58.1% | $142,382-41.0% |
| Participation rate | 45.0% | 87.4%-42.4pp | 86.9%-41.9pp | 80.1%-35.1pp |
| Annual return | 13.47% | 46.41%-32.9pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,469 | $6,841-78.5% | $6,419-77.1% | $4,299-65.8% |
| Participant deferral / active EE | $1,864 | $9,865-81.1% | $9,331-80.0% | $6,507-71.4% |
| Admin fee / account holder | $4,490 | $17,692-74.6% | $16,305-72.5% | $12,624-64.4% |