Filed June 15, 2026
Total covered: 14 employees
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,940 | $66,302-56.4% | $110,238-73.7% | $56,287-48.6% |
| Participation rate | 76.3% | 74.9%+1.4pp | 79.8%-3.5pp | 69.9%+6.5pp |
| Annual return | -7.14% | -1.18%-6.0pp | 314.74%-321.9pp | -9.96%+2.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,464 | $3,381-27.1% | $4,672-47.3% | $3,350-26.4% |
| Admin fee / account holder | $18 | $698-97.4% | $8,547-99.8% | $521-96.6% |