Filed February 11, 2026 (most recent of 2 filings on file)
Total covered: 2 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,942 | $49,227+48.2% | $70,449+3.5% | $79,858-8.7% |
| Participation rate | 64.4% | 69.2%-4.8pp | 75.1%-10.6pp | 69.6%-5.2pp |
| Annual return | 1.38% | 30.06%-28.7pp | 109.03%-107.7pp | 31.71%-30.3pp |
| Employer contribution / active EE | $2,073 | $2,099-1.2% | $2,737-24.2% | $2,471-16.1% |
| Participant deferral / active EE | $3,162 | $2,768+14.2% | $3,709-14.7% | $3,740-15.5% |
| Admin fee / account holder | $6,063 | $2,878+110.6% | $3,845+57.7% | $5,306+14.3% |