Filed May 4, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,362 | $202,387-81.0% | $57,179-32.9% | - |
| Participation rate | 40.4% | 69.2%-28.8pp | 75.3%-34.9pp | - |
| Annual return | 4.99% | 10.83%-5.8pp | 14.59%-9.6pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $2,682-100.0% | - |
| Participant deferral / active EE | $1,611 | $2,991-46.1% | $3,096-48.0% | - |
| Admin fee / account holder | $6 | $22,351-100.0% | $3,139-99.8% | - |