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 | $80,124 | $137,414-41.7% | $189,513-57.7% | $85,850-6.7% |
| Participation rate | 93.5% | 84.6%+8.9pp | 87.8%+5.7pp | 69.3%+24.2pp |
| Annual return | 13.04% | 38.14%-25.1pp | 555.15%-542.1pp | 318.53%-305.5pp |
| Employer contribution / active EE | $3,162 | $4,344-27.2% | $6,162-48.7% | $2,565+23.3% |
| Participant deferral / active EE | $8,901 | $6,260+42.2% | $8,221+8.3% | $3,952+125.2% |
| Admin fee / account holder | $1,839 | $8,630-78.7% | $12,045-84.7% | $6,260-70.6% |