Filed February 18, 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 | $51,846 | $80,717-35.8% | $154,803-66.5% | $84,808-38.9% |
| Participation rate | 98.5% | 66.8%+31.7pp | 78.1%+20.4pp | 68.3%+30.2pp |
| Annual return | 18.63% | 37.96%-19.3pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,711 | $2,761+34.4% | $4,305-13.8% | $2,631+41.0% |
| Participant deferral / active EE | $4,171 | $3,303+26.3% | $5,540-24.7% | $4,212-1.0% |
| Admin fee / account holder | $926 | $6,746-86.3% | $14,329-93.5% | $7,344-87.4% |