Filed April 6, 2026 (most recent of 2 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,908 | $148,978+3.3% | $200,582-23.3% | $84,808+81.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.82% | 28.16%-10.3pp | 42.33%-24.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $5,992 | $4,815+24.4% | $6,419-6.7% | $2,631+127.7% |
| Participant deferral / active EE | $6,389 | $7,142-10.5% | $9,331-31.5% | $4,212+51.7% |
| Admin fee / account holder | $4,696 | $13,977-66.4% | $16,305-71.2% | $7,344-36.1% |