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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,836 | $57,281-25.2% | $86,612-50.5% | $75,163-43.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 12.20% | 2670.75%-2658.5pp | 591.07%-578.9pp | 160.62%-148.4pp |
| Employer contribution / active EE | $339 | $2,314-85.3% | $3,022-88.8% | $2,670-87.3% |
| Participant deferral / active EE | $2,997 | $3,318-9.7% | $4,438-32.5% | $4,125-27.4% |
| Admin fee / account holder | $7,366 | $4,112+79.2% | $5,614+31.2% | $5,651+30.4% |