Filed September 21, 2026 (most recent of 2 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.
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 | $44,918 | $105,181-57.3% | $159,436-71.8% | $85,850-47.7% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.8%+7.5pp | 69.3%+21.0pp |
| Annual return | 13.62% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,385 | $3,318+2.0% | $4,829-29.9% | $2,565+32.0% |
| Participant deferral / active EE | $2,782 | $5,945-53.2% | $7,352-62.2% | $3,952-29.6% |
| Admin fee / account holder | $414 | $6,933-94.0% | $10,799-96.2% | $6,260-93.4% |