Filed May 27, 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 9-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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $576,500 | $55,415+940.3% | $155,509+270.7% | $74,495+673.9% |
| Participation rate | 67.4% | 61.9%+5.5pp | 78.2%-10.8pp | 67.2%+0.2pp |
| Annual return | 16.45% | 268.50%-252.1pp | 64.67%-48.2pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $26,448 | $2,267+1066.6% | $4,672+466.0% | $2,623+908.3% |
| Participant deferral / active EE | $1,711 | $2,836-39.7% | $5,626-69.6% | $4,346-60.6% |
| Admin fee / account holder | $43,733 | $1,738+2415.9% | $15,912+174.8% | $1,942+2152.3% |