Filed March 10, 2026 (most recent of 2 filings on file)
Total covered: 42 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,875 | $95,880+153.3% | $107,525+125.9% | $85,563+183.9% |
| Participation rate | 32.6% | 70.1%-37.6pp | 75.1%-42.5pp | 66.0%-33.4pp |
| Annual return | 25.12% | 68.06%-42.9pp | 181.32%-156.2pp | 31.51%-6.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $3,754-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $4 | $1,025-99.6% | $8,919-100.0% | $834-99.5% |