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 | $64,103 | $53,516+19.8% | $126,539-49.3% | $84,808-24.4% |
| Participation rate | 60.2% | 58.2%+2.0pp | 69.8%-9.6pp | 68.3%-8.1pp |
| Annual return | 15.77% | 58.34%-42.6pp | 425.95%-410.2pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,464 | $1,535-4.6% | $3,674-60.2% | $2,631-44.4% |
| Participant deferral / active EE | $3,955 | $2,671+48.1% | $4,083-3.1% | $4,212-6.1% |
| Admin fee / account holder | $4,183 | $4,497-7.0% | $6,065-31.0% | $7,344-43.0% |