Filed January 19, 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.
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 | $57,878 | $70,756-18.2% | $65,493-11.6% | $142,382-59.4% |
| Participation rate | 76.9% | 77.4%-0.5pp | 73.1%+3.8pp | 80.1%-3.2pp |
| Annual return | 17.67% | 1754.89%-1737.2pp | 982.45%-964.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,792 | $2,881+101.1% | $2,574+125.0% | $4,299+34.7% |
| Participant deferral / active EE | $7,962 | $4,637+71.7% | $3,961+101.0% | $6,507+22.4% |
| Admin fee / account holder | $9,352 | $6,559+42.6% | $5,028+86.0% | $12,624-25.9% |