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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,385 | $45,073+9.6% | $69,455-28.9% | $72,985-32.3% |
| Participation rate | 38.5% | 68.5%-30.0pp | 74.6%-36.1pp | 69.5%-31.0pp |
| Annual return | 19.71% | 22.65%-2.9pp | 28.97%-9.3pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,557 | $2,602-40.2% | $3,535-56.0% | $3,607-56.8% |
| Admin fee / account holder | $5 | $3,056-99.8% | $3,839-99.9% | $5,124-99.9% |