Filed August 27, 2026 (most recent of 2 filings on file)
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,112 | $109,359+8.0% | $162,163-27.2% | $72,985+61.8% |
| Participation rate | 95.5% | 84.3%+11.2pp | 87.6%+7.9pp | 69.5%+26.0pp |
| Annual return | 21.59% | 25.46%-3.9pp | 115.59%-94.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,929 | $7,972-50.7% | $10,843-63.8% | $5,124-23.3% |