Filed January 21, 2026 (most recent of 2 filings on file)
Total covered: 28 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,612 | $132,049-14.7% | $200,582-43.9% | $74,304+51.6% |
| Participation rate | 96.3% | 84.1%+12.2pp | 86.9%+9.4pp | 60.3%+35.9pp |
| Annual return | 16.93% | 22.22%-5.3pp | 42.33%-25.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $5,432 | $4,558+19.2% | $6,419-15.4% | $2,241+142.4% |
| Participant deferral / active EE | $6,461 | $7,213-10.4% | $9,331-30.8% | $3,767+71.5% |
| Admin fee / account holder | $33,586 | $2,405+1296.7% | $16,305+106.0% | $2,969+1031.3% |