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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,679 | $58,208-37.0% | $81,812-55.2% | $80,856-54.6% |
| Participation rate | 53.3% | 63.4%-10.1pp | 72.3%-19.0pp | 67.6%-14.3pp |
| Annual return | 14.89% | 41.66%-26.8pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,539 | $2,340-34.2% | $2,912-47.2% | $2,755-44.1% |
| Participant deferral / active EE | $3,280 | $3,2810% | $4,319-24.0% | $4,296-23.6% |
| Admin fee / account holder | $13,892 | $4,981+178.9% | $7,386+88.1% | $6,918+100.8% |