Filed July 14, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,969 | $148,978-11.4% | $200,582-34.2% | $84,808+55.6% |
| Participation rate | 69.4% | 84.2%-14.8pp | 86.9%-17.5pp | 68.3%+1.1pp |
| Annual return | 12.04% | 28.16%-16.1pp | 42.33%-30.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,584 | $4,815-67.1% | $6,419-75.3% | $2,631-39.8% |
| Participant deferral / active EE | $3,866 | $7,142-45.9% | $9,331-58.6% | $4,212-8.2% |
| Admin fee / account holder | $25,795 | $13,977+84.6% | $16,305+58.2% | $7,344+251.3% |