Filed September 10, 2026 (most recent of 2 filings on file)
Total covered: 103 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,799 | $94,529-47.3% | $140,016-64.4% | $64,186-22.4% |
| Participation rate | 92.9% | 84.1%+8.8pp | 87.5%+5.4pp | 69.6%+23.3pp |
| Annual return | -4.25% | 7.77%-12.0pp | 651.12%-655.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,643 | $3,812-56.9% | $5,606-70.7% | $2,381-31.0% |
| Participant deferral / active EE | $4,518 | $5,250-13.9% | $6,927-34.8% | $3,470+30.2% |
| Admin fee / account holder | $9,314 | $6,741+38.2% | $10,705-13.0% | $4,888+90.5% |