Filed July 30, 2026
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 | $37,797 | $87,841-57.0% | $133,980-71.8% | $62,891-39.9% |
| Participation rate | 97.3% | 83.4%+13.9pp | 87.1%+10.2pp | 69.3%+28.0pp |
| Annual return | 14.47% | 12.05%+2.4pp | 29.30%-14.8pp | 20.14%-5.7pp |
| Employer contribution / active EE | $2,638 | $3,483-24.3% | $5,211-49.4% | $2,281+15.6% |
| Participant deferral / active EE | $6,286 | $4,812+30.6% | $6,282+0.1% | $3,203+96.3% |
| Admin fee / account holder | $680 | $5,371-87.3% | $9,324-92.7% | $4,296-84.2% |