Filed January 6, 2026 (most recent of 3 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,580 | $53,053-6.5% | $126,539-60.8% | $74,304-33.3% |
| Participation rate | 100.0% | 48.0%+52.0pp | 69.8%+30.2pp | 60.3%+39.7pp |
| Annual return | 10.35% | 29.46%-19.1pp | 425.95%-415.6pp | 29.43%-19.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,030 | $2,303+161.8% | $4,083+47.7% | $3,767+60.1% |
| Admin fee / account holder | $24 | $3,698-99.4% | $6,065-99.6% | $2,969-99.2% |