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.
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 | $115,620 | $110,809+4.3% | $86,874+33.1% | $167,490-31.0% |
| Participation rate | 27.3% | 75.8%-48.5pp | 71.6%-44.4pp | 82.1%-54.8pp |
| Annual return | 15.98% | 116.98%-101.0pp | 63.52%-47.5pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,420 | $3,244-25.4% | $2,495-3.0% | $4,837-50.0% |
| Participant deferral / active EE | $5,513 | $4,546+21.3% | $3,699+49.0% | $6,341-13.1% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |