Filed January 7, 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.
Employer 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.)
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 | $171,026 | $138,347+23.6% | $184,203-7.2% | $80,856+111.5% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.6%+28.9pp |
| Annual return | 12.56% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $6 | $4,850-99.9% | $6,427-99.9% | $2,755-99.8% |
| Participant deferral / active EE | $17,261 | $7,071+144.1% | $9,131+89.0% | $4,296+301.8% |
| Admin fee / account holder | $12,680 | $10,483+20.9% | $13,901-8.8% | $6,918+83.3% |