Filed June 30, 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.
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 | $21,257 | $77,634-72.6% | $156,549-86.4% | $62,891-66.2% |
| Participation rate | 48.8% | 71.2%-22.4pp | 84.0%-35.2pp | 69.3%-20.5pp |
| Annual return | 5.31% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $851 | $3,444-75.3% | $5,501-84.5% | $2,281-62.7% |
| Participant deferral / active EE | $1,534 | $3,045-49.6% | $4,871-68.5% | $3,203-52.1% |
| Admin fee / account holder | $3,050 | $5,561-45.1% | $13,027-76.6% | $4,296-29.0% |