Filed June 4, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,774 | $58,208+52.5% | $81,812+8.5% | $80,856+9.8% |
| Participation rate | 65.7% | 63.4%+2.3pp | 72.3%-6.6pp | 67.6%-1.9pp |
| Annual return | 13.46% | 41.66%-28.2pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $847 | $2,340-63.8% | $2,912-70.9% | $2,755-69.3% |
| Participant deferral / active EE | $3,407 | $3,281+3.8% | $4,319-21.1% | $4,296-20.7% |
| Admin fee / account holder | $1,846 | $4,981-62.9% | $7,386-75.0% | $6,918-73.3% |