Filed June 4, 2026 (most recent of 2 filings on file)
Total covered: 4 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,934 | $46,869+15.1% | $122,332-55.9% | $70,131-23.1% |
| Participation rate | 49.2% | 58.2%-9.0pp | 71.6%-22.4pp | 69.5%-20.3pp |
| Annual return | 19.26% | 24.22%-5.0pp | 30.27%-11.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $958 | $1,288-25.6% | $4,050-76.4% | $2,342-59.1% |
| Participant deferral / active EE | $3,133 | $2,166+44.6% | $3,287-4.7% | $3,332-6.0% |
| Admin fee / account holder | $1,811 | $3,322-45.5% | $5,478-66.9% | $4,645-61.0% |