Filed May 1, 2026 (most recent of 3 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 | $54,255 | $61,660-12.0% | $80,019-32.2% | $64,186-15.5% |
| Participation rate | 52.5% | 71.7%-19.1pp | 75.8%-23.3pp | 69.6%-17.0pp |
| Annual return | -6.00% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $884 | $1,810-51.2% | $2,468-64.2% | $2,381-62.9% |
| Participant deferral / active EE | $2,039 | $2,968-31.3% | $3,686-44.7% | $3,470-41.2% |
| Admin fee / account holder | $563 | $5,417-89.6% | $6,521-91.4% | $4,888-88.5% |