Filed March 10, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,831,053 | $136,307+47462.7% | $177,821+36358.6% | $73,488+88119.5% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.7%-87.7pp | 70.7%-70.7pp |
| Annual return | 16.38% | 18.68%-2.3pp | 48.32%-31.9pp | 28.51%-12.1pp |
| Employer contribution / active EE | $6,589 | $3,712+77.5% | $5,918+11.3% | $2,270+190.2% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $841 | $596+41.2% | $12,427-93.2% | $513+63.9% |