Filed May 5, 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 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,925 | $67,984+220.6% | $65,493+232.7% | $74,304+193.3% |
| Participation rate | 46.7% | 66.3%-19.6pp | 73.1%-26.4pp | 60.3%-13.6pp |
| Annual return | 15.70% | 19.87%-4.2pp | 982.45%-966.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,205 | $2,491-51.6% | $2,574-53.2% | $2,241-46.2% |
| Participant deferral / active EE | $4,822 | $3,346+44.1% | $3,961+21.7% | $3,767+28.0% |
| Admin fee / account holder | $40,747 | $1,373+2868.2% | $5,028+710.4% | $2,969+1272.5% |