Filed January 8, 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.
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 | $43,947 | $176,662-75.1% | $130,648-66.4% | $152,861-71.3% |
| Participation rate | 94.1% | 79.0%+15.2pp | 71.7%+22.4pp | 82.4%+11.7pp |
| Annual return | 23.49% | 2692.24%-2668.8pp | 1708.96%-1685.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,595 | $5,742-54.8% | $4,092-36.6% | $4,762-45.5% |
| Participant deferral / active EE | $4,339 | $4,361-0.5% | $3,603+20.4% | $5,850-25.8% |
| Admin fee / account holder | $2,644 | $7,133-62.9% | $5,464-51.6% | $11,596-77.2% |