Filed July 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,406 | $46,674+10.1% | $117,472-56.2% | $68,494-24.9% |
| Participation rate | 23.3% | 56.8%-33.5pp | 70.6%-47.3pp | 67.9%-44.6pp |
| Annual return | -28.67% | -14.52%-14.1pp | 29.74%-58.4pp | -7.84%-20.8pp |
| Employer contribution / active EE | $625 | $1,505-58.4% | $4,176-85.0% | $2,596-75.9% |
| Participant deferral / active EE | $1,628 | $2,636-38.2% | $4,070-60.0% | $4,027-59.6% |
| Admin fee / account holder | $7,802 | $4,020+94.1% | $5,645+38.2% | $5,403+44.4% |