Filed February 13, 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.)
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 | $79,094 | $72,492+9.1% | $87,100-9.2% | $72,985+8.4% |
| Participation rate | 88.3% | 72.8%+15.5pp | 76.9%+11.4pp | 69.5%+18.8pp |
| Annual return | 24.36% | 24.46%-0.1pp | 28.19%-3.8pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,751 | $1,894+45.3% | $2,521+9.1% | $2,440+12.8% |
| Participant deferral / active EE | $8,029 | $3,270+145.6% | $4,049+98.3% | $3,607+122.6% |
| Admin fee / account holder | $9,973 | $5,055+97.3% | $7,497+33.0% | $5,124+94.6% |