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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,862 | $49,173-0.6% | $121,098-59.7% | $75,163-35.0% |
| Participation rate | 17.1% | 55.4%-38.2pp | 69.5%-52.3pp | 67.2%-50.0pp |
| Annual return | 21.32% | 55.99%-34.7pp | 985.75%-964.4pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,158 | $1,546-25.1% | $4,164-72.2% | $2,670-56.6% |
| Participant deferral / active EE | $2,840 | $2,628+8.1% | $4,080-30.4% | $4,125-31.1% |
| Admin fee / account holder | $14,349 | $3,942+264.0% | $5,644+154.2% | $5,651+153.9% |