Filed April 16, 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.
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 | $59,805 | $73,933-19.1% | $96,683-38.1% | $75,163-20.4% |
| Participation rate | 69.5% | 66.4%+3.1pp | 74.3%-4.9pp | 67.2%+2.3pp |
| Annual return | 18.71% | 26.70%-8.0pp | 35.69%-17.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,385 | $2,928-18.5% | $3,737-36.2% | $2,670-10.7% |
| Participant deferral / active EE | $4,632 | $3,659+26.6% | $4,878-5.1% | $4,125+12.3% |
| Admin fee / account holder | $8,883 | $5,216+70.3% | $6,730+32.0% | $5,651+57.2% |