Filed February 20, 2026
Total covered: 8 employees
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.
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 | $80,142 | $148,978-46.2% | $200,582-60.0% | $84,808-5.5% |
| Participation rate | 93.1% | 84.2%+8.9pp | 86.9%+6.2pp | 68.3%+24.8pp |
| Annual return | 12.43% | 28.16%-15.7pp | 42.33%-29.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,171 | $4,815-34.2% | $6,419-50.6% | $2,631+20.5% |
| Participant deferral / active EE | $4,922 | $7,142-31.1% | $9,331-47.2% | $4,212+16.9% |
| Admin fee / account holder | $4,483 | $13,977-67.9% | $16,305-72.5% | $7,344-39.0% |