Filed March 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,571 | $58,208+486.8% | $81,812+317.5% | $80,856+322.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 7.17% | 41.66%-34.5pp | 773.79%-766.6pp | 35.59%-28.4pp |
| Employer contribution / active EE | $24,900 | $2,340+964.1% | $2,912+755.0% | $2,755+803.9% |
| Participant deferral / active EE | $17,404 | $3,281+430.5% | $4,319+303.0% | $4,296+305.1% |
| Admin fee / account holder | $14,802 | $4,981+197.1% | $7,386+100.4% | $6,918+114.0% |