Filed August 24, 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 | $45,957 | $70,669-35.0% | $169,368-72.9% | $75,163-38.9% |
| Participation rate | 50.0% | 64.8%-14.8pp | 77.1%-27.1pp | 67.2%-17.2pp |
| Annual return | 14.94% | 36.36%-21.4pp | 405.60%-390.7pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,761 | $2,211-20.4% | $4,013-56.1% | $2,670-34.1% |
| Participant deferral / active EE | $2,663 | $4,311-38.2% | $6,221-57.2% | $4,125-35.4% |
| Admin fee / account holder | $3,845 | $5,402-28.8% | $9,003-57.3% | $5,651-32.0% |