Filed March 17, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,783 | $39,122+449.0% | $57,179+275.6% | $62,891+241.5% |
| Participation rate | 90.7% | 70.5%+20.2pp | 75.3%+15.4pp | 69.3%+21.4pp |
| Annual return | 8.24% | 9.23%-1.0pp | 14.59%-6.4pp | 20.14%-11.9pp |
| Employer contribution / active EE | $14,131 | $1,874+654.0% | $2,682+426.8% | $2,281+519.6% |
| Participant deferral / active EE | $8,747 | $2,374+268.5% | $3,096+182.5% | $3,203+173.1% |
| Admin fee / account holder | $11,499 | $2,592+343.6% | $3,139+266.3% | $4,296+167.7% |