Filed February 6, 2026 (most recent of 2 filings on file)
Total covered: 3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,601 | $94,529-56.0% | $140,016-70.3% | $64,186-35.2% |
| Participation rate | 86.7% | 84.1%+2.6pp | 87.5%-0.8pp | 69.6%+17.1pp |
| Annual return | -6.20% | 7.77%-14.0pp | 651.12%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,059 | $3,812-72.2% | $5,606-81.1% | $2,381-55.5% |
| Participant deferral / active EE | $2,745 | $5,250-47.7% | $6,927-60.4% | $3,470-20.9% |
| Admin fee / account holder | $2,082 | $6,741-69.1% | $10,705-80.5% | $4,888-57.4% |