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.
Employer 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 | $42,583 | $43,327-1.7% | $59,878-28.9% | $64,186-33.7% |
| Participation rate | 42.0% | 69.2%-27.1pp | 74.7%-32.7pp | 69.6%-27.5pp |
| Annual return | -4.65% | -1.55%-3.1pp | 3.46%-8.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,958 | $2,546-23.1% | $3,402-42.4% | $3,470-43.6% |
| Admin fee / account holder | $5 | $3,005-99.8% | $3,590-99.8% | $4,888-99.9% |