Filed February 9, 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 | $15,260 | $60,124-74.6% | $90,404-83.1% | $79,858-80.9% |
| Participation rate | 65.9% | 65.0%+1.0pp | 72.7%-6.7pp | 69.6%-3.7pp |
| Annual return | 9.28% | 71.94%-62.7pp | 1293.02%-1283.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $828 | $2,068-59.9% | $3,262-74.6% | $2,471-66.5% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,805 | $3,976-29.5% | $5,611-50.0% | $5,306-47.1% |