Filed July 21, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,383 | $65,409-21.4% | $98,442-47.8% | $85,850-40.1% |
| Participation rate | 57.1% | 65.0%-7.9pp | 73.3%-16.2pp | 69.3%-12.2pp |
| Annual return | 8.50% | 21.76%-13.3pp | 1492.73%-1484.2pp | 318.53%-310.0pp |
| Employer contribution / active EE | $354 | $2,168-83.7% | $2,960-88.1% | $2,565-86.2% |
| Participant deferral / active EE | $3,681 | $3,166+16.2% | $4,276-13.9% | $3,952-6.9% |
| Admin fee / account holder | $3,612 | $4,593-21.4% | $5,949-39.3% | $6,260-42.3% |