Filed April 23, 2026 (most recent of 2 filings on file)
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 | $70,627 | $74,888-5.7% | $71,209-0.8% | $142,382-50.4% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 14.94% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,032 | $2,854-28.8% | $2,721-25.3% | $4,299-52.7% |
| Participant deferral / active EE | $5,428 | $4,454+21.9% | $4,175+30.0% | $6,507-16.6% |
| Admin fee / account holder | $2,211 | $5,568-60.3% | $5,349-58.7% | $12,624-82.5% |