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 | $65,183 | $46,674+39.7% | $117,472-44.5% | $68,494-4.8% |
| Participation rate | 93.1% | 56.8%+36.3pp | 70.6%+22.5pp | 67.9%+25.2pp |
| Annual return | -0.03% | -14.52%+14.5pp | 29.74%-29.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $5,208 | $1,505+246.2% | $4,176+24.7% | $2,596+100.6% |
| Participant deferral / active EE | $8,852 | $2,636+235.8% | $4,070+117.5% | $4,027+119.8% |
| Admin fee / account holder | $2,987 | $4,020-25.7% | $5,645-47.1% | $5,403-44.7% |