Filed August 3, 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.)
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 | $174,338 | $54,762+218.4% | $90,281+93.1% | $72,985+138.9% |
| Participation rate | 97.8% | 65.1%+32.6pp | 73.3%+24.5pp | 69.5%+28.3pp |
| Annual return | 26.70% | 30.63%-3.9pp | 78.10%-51.4pp | 81.00%-54.3pp |
| Employer contribution / active EE | $20,672 | $2,092+887.9% | $2,854+624.2% | $2,440+747.2% |
| Participant deferral / active EE | $12,576 | $2,887+335.6% | $3,885+223.7% | $3,607+248.6% |
| Admin fee / account holder | $1,999 | $3,972-49.7% | $5,351-62.6% | $5,124-61.0% |