Filed August 6, 2026 (most recent of 8 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,730 | $109,359-20.7% | $162,163-46.5% | $72,985+18.8% |
| Participation rate | 89.7% | 84.3%+5.5pp | 87.6%+2.2pp | 69.5%+20.3pp |
| Annual return | 19.78% | 25.46%-5.7pp | 115.59%-95.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $3,066 | $3,907-21.5% | $5,614-45.4% | $2,440+25.7% |
| Participant deferral / active EE | $5,172 | $5,481-5.6% | $7,298-29.1% | $3,607+43.4% |
| Admin fee / account holder | $4,085 | $7,972-48.8% | $10,843-62.3% | $5,124-20.3% |