Filed March 3, 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 | $101,190 | $54,705+85.0% | $71,209+42.1% | $84,808+19.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.02% | 35.90%-17.9pp | 282.51%-264.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $7,294 | $2,158+238.0% | $2,721+168.1% | $2,631+177.2% |
| Participant deferral / active EE | $9,508 | $3,030+213.7% | $4,175+127.7% | $4,212+125.7% |
| Admin fee / account holder | $2,095 | $4,863-56.9% | $5,349-60.8% | $7,344-71.5% |