Filed July 10, 2026 (most recent of 2 filings on file)
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,489 | $109,359-54.7% | $162,163-69.5% | $72,985-32.2% |
| Participation rate | 94.2% | 84.3%+10.0pp | 87.6%+6.7pp | 69.5%+24.7pp |
| Annual return | 23.33% | 25.46%-2.1pp | 115.59%-92.3pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,932 | $3,907-50.5% | $5,614-65.6% | $2,440-20.8% |
| Participant deferral / active EE | $2,827 | $5,481-48.4% | $7,298-61.3% | $3,607-21.6% |
| Admin fee / account holder | $512 | $7,972-93.6% | $10,843-95.3% | $5,124-90.0% |