Filed February 18, 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 | $47,163 | $58,694-19.6% | $142,863-67.0% | $85,850-45.1% |
| Participation rate | 61.7% | 58.5%+3.2pp | 71.9%-10.2pp | 69.3%-7.6pp |
| Annual return | 18.64% | 27.72%-9.1pp | 5637.54%-5618.9pp | 318.53%-299.9pp |
| Employer contribution / active EE | $1,127 | $1,423-20.8% | $4,144-72.8% | $2,565-56.1% |
| Participant deferral / active EE | $2,787 | $2,607+6.9% | $3,837-27.4% | $3,952-29.5% |
| Admin fee / account holder | $3,492 | $4,239-17.6% | $6,560-46.8% | $6,260-44.2% |