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 | $44,081 | $71,883-38.7% | $86,677-49.1% | $68,494-35.6% |
| Participation rate | 53.5% | 72.2%-18.7pp | 76.6%-23.1pp | 67.9%-14.4pp |
| Annual return | -15.31% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,303 | $2,173-40.0% | $2,836-54.1% | $2,596-49.8% |
| Participant deferral / active EE | $2,684 | $3,779-29.0% | $4,656-42.3% | $4,027-33.3% |
| Admin fee / account holder | $16,368 | $6,112+167.8% | $7,493+118.4% | $5,403+203.0% |