Filed April 30, 2026 (most recent of 2 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 7-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 | $57,301 | $78,422-26.9% | $95,952-40.3% | $79,858-28.2% |
| Participation rate | 52.5% | 73.5%-21.0pp | 77.1%-24.6pp | 69.6%-17.1pp |
| Annual return | 14.08% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,287 | $1,945-33.8% | $2,541-49.3% | $2,471-47.9% |
| Participant deferral / active EE | $2,113 | $3,440-38.6% | $4,167-49.3% | $3,740-43.5% |
| Admin fee / account holder | $7,124 | $5,622+26.7% | $6,795+4.8% | $5,306+34.3% |