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 | $42,716 | $83,902-49.1% | $167,512-74.5% | $84,808-49.6% |
| Participation rate | 49.2% | 66.5%-17.3pp | 77.1%-27.9pp | 68.3%-19.1pp |
| Annual return | 13.99% | 91.55%-77.6pp | 1615.79%-1601.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,780 | $2,264-21.4% | $3,882-54.1% | $2,631-32.3% |
| Participant deferral / active EE | $2,715 | $4,442-38.9% | $6,405-57.6% | $4,212-35.5% |
| Admin fee / account holder | $14,422 | $7,915+82.2% | $9,769+47.6% | $7,344+96.4% |