Filed March 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,026 | $148,978-21.4% | $200,582-41.7% | $84,808+38.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 10.63% | 28.16%-17.5pp | 42.33%-31.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,771 | $4,815-63.2% | $6,419-72.4% | $2,631-32.7% |
| Participant deferral / active EE | $4,352 | $7,142-39.1% | $9,331-53.4% | $4,212+3.3% |
| Admin fee / account holder | $5,885 | $13,977-57.9% | $16,305-63.9% | $7,344-19.9% |