Filed June 11, 2026
Total covered: 2 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 7-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,416 | $74,888-46.0% | $71,209-43.2% | $142,382-71.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 14.31% | 345.14%-330.8pp | 282.51%-268.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $10,158 | $2,854+255.9% | $2,721+273.3% | $4,299+136.3% |
| Participant deferral / active EE | $15,388 | $4,454+245.4% | $4,175+268.5% | $6,507+136.5% |
| Admin fee / account holder | $4,419 | $5,568-20.6% | $5,349-17.4% | $12,624-65.0% |