Filed May 12, 2026 (most recent of 3 filings on file)
Total covered: 3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,750 | $74,089-9.9% | $133,980-50.2% | $55,167+21.0% |
| Participation rate | 81.5% | 84.3%-2.8pp | 87.1%-5.6pp | 69.0%+12.5pp |
| Annual return | 21.00% | 12.11%+8.9pp | 29.30%-8.3pp | 169.23%-148.2pp |
| Employer contribution / active EE | $4,078 | $3,064+33.1% | $5,211-21.7% | $1,963+107.8% |
| Participant deferral / active EE | $1,876 | $4,678-59.9% | $6,282-70.1% | $3,054-38.6% |
| Admin fee / account holder | $9,533 | $458+1980.8% | $9,324+2.2% | $504+1791.9% |