Filed August 18, 2026 (most recent of 2 filings on file)
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 | $67,849 | $109,413-38.0% | $156,263-56.6% | $84,808-20.0% |
| Participation rate | 86.8% | 72.7%+14.1pp | 78.9%+7.9pp | 68.3%+18.5pp |
| Annual return | 15.59% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,981 | $2,907+105.8% | $4,333+38.0% | $2,631+127.3% |
| Participant deferral / active EE | $5,312 | $4,590+15.7% | $6,158-13.7% | $4,212+26.1% |
| Admin fee / account holder | $4,872 | $9,357-47.9% | $14,255-65.8% | $7,344-33.7% |