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 | $39,267 | $110,094-64.3% | $151,611-74.1% | $68,494-42.7% |
| Participation rate | 98.1% | 84.0%+14.2pp | 87.5%+10.6pp | 67.9%+30.2pp |
| Annual return | -14.08% | -10.12%-4.0pp | 3.33%-17.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,211 | $4,471-72.9% | $6,166-80.4% | $2,596-53.3% |
| Participant deferral / active EE | $3,444 | $6,527-47.2% | $8,363-58.8% | $4,027-14.5% |
| Admin fee / account holder | $3,399 | $7,719-56.0% | $11,616-70.7% | $5,403-37.1% |