Filed February 10, 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.
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 | $10,948 | $58,208-81.2% | $81,812-86.6% | $80,856-86.5% |
| Participation rate | 33.7% | 63.4%-29.7pp | 72.3%-38.6pp | 67.6%-33.9pp |
| Annual return | 7.72% | 41.66%-33.9pp | 773.79%-766.1pp | 35.59%-27.9pp |
| Employer contribution / active EE | $645 | $2,340-72.4% | $2,912-77.8% | $2,755-76.6% |
| Participant deferral / active EE | $1,169 | $3,281-64.4% | $4,319-72.9% | $4,296-72.8% |
| Admin fee / account holder | $11,172 | $4,981+124.3% | $7,386+51.3% | $6,918+61.5% |