Filed March 13, 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 | $55,032 | $53,127+3.6% | $86,590-36.4% | $70,131-21.5% |
| Participation rate | 32.2% | 65.3%-33.1pp | 73.5%-41.3pp | 69.5%-37.3pp |
| Annual return | 9.49% | 27.66%-18.2pp | 964.84%-955.3pp | 73.14%-63.6pp |
| Employer contribution / active EE | $763 | $2,068-63.1% | $2,839-73.1% | $2,342-67.4% |
| Participant deferral / active EE | $1,398 | $2,696-48.1% | $3,609-61.3% | $3,332-58.0% |
| Admin fee / account holder | $6,872 | $3,585+91.7% | $4,906+40.1% | $4,645+47.9% |