Filed March 2, 2026 (most recent of 3 filings on file)
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 | $158,404 | $64,480+145.7% | $81,382+94.6% | $80,856+95.9% |
| Participation rate | 37.8% | 63.9%-26.0pp | 69.5%-31.6pp | 67.6%-29.8pp |
| Annual return | 13.75% | 16.34%-2.6pp | 24.73%-11.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,399 | $1,978-29.3% | $2,463-43.2% | $2,755-49.2% |
| Participant deferral / active EE | $3,487 | $3,094+12.7% | $3,883-10.2% | $4,296-18.8% |
| Admin fee / account holder | $4,708 | $5,671-17.0% | $5,768-18.4% | $6,918-32.0% |