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 | $69,660 | $80,724-13.7% | $103,333-32.6% | $74,495-6.5% |
| Participation rate | 63.7% | 65.7%-2.0pp | 74.5%-10.8pp | 67.2%-3.5pp |
| Annual return | 13.19% | 27.56%-14.4pp | 24.88%-11.7pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,623 | $3,157-16.9% | $3,868-32.2% | $2,6230% |
| Participant deferral / active EE | $5,230 | $3,860+35.5% | $5,057+3.4% | $4,346+20.3% |
| Admin fee / account holder | $4,540 | $2,368+91.7% | $8,355-45.7% | $1,942+133.8% |