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 | $340,553 | $54,705+522.5% | $71,209+378.2% | $84,808+301.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 1.34% | 35.90%-34.6pp | 282.51%-281.2pp | 40.90%-39.6pp |
| Employer contribution / active EE | $31,456 | $2,158+1357.7% | $2,721+1056.1% | $2,631+1095.6% |
| Participant deferral / active EE | $19,672 | $3,030+549.2% | $4,175+371.2% | $4,212+367.1% |
| Admin fee / account holder | $23,405 | $4,863+381.2% | $5,349+337.6% | $7,344+218.7% |