Filed September 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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,109 | $176,812+50.5% | $146,665+81.4% | $167,490+58.9% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 16.22% | 24.03%-7.8pp | 22.74%-6.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $13,091 | $5,160+153.7% | $4,136+216.5% | $4,837+170.6% |
| Participant deferral / active EE | $7,962 | $6,440+23.6% | $5,506+44.6% | $6,341+25.6% |
| Admin fee / account holder | $6,151 | $13,259-53.6% | $10,280-40.2% | $12,309-50.0% |