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 | $92,508 | $51,576+79.4% | $129,207-28.4% | $80,856+14.4% |
| Participation rate | 28.9% | 57.0%-28.1pp | 69.6%-40.7pp | 67.6%-38.7pp |
| Annual return | 18.40% | 20.81%-2.4pp | 9417.33%-9398.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,124 | $1,584-29.0% | $4,153-72.9% | $2,755-59.2% |
| Participant deferral / active EE | $2,796 | $2,669+4.8% | $4,168-32.9% | $4,296-34.9% |
| Admin fee / account holder | $2,251 | $4,305-47.7% | $7,715-70.8% | $6,918-67.5% |