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 | $79,240 | $87,013-8.9% | $106,213-25.4% | $80,856-2.0% |
| Participation rate | 60.7% | 70.4%-9.7pp | 75.3%-14.6pp | 67.6%-6.9pp |
| Annual return | 11.92% | 17.05%-5.1pp | 116.14%-104.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $990 | $2,395-58.7% | $3,171-68.8% | $2,755-64.1% |
| Participant deferral / active EE | $2,391 | $3,986-40.0% | $5,016-52.3% | $4,296-44.3% |
| Admin fee / account holder | $12,315 | $8,431+46.1% | $11,033+11.6% | $6,918+78.0% |