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 | $48,005 | $125,758-61.8% | $169,993-71.8% | $75,163-36.1% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.0%+11.4pp | 67.2%+31.2pp |
| Annual return | 14.69% | 27.20%-12.5pp | 53.37%-38.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,154 | $4,615-75.0% | $6,785-83.0% | $2,670-56.8% |
| Participant deferral / active EE | $3,300 | $6,837-51.7% | $10,408-68.3% | $4,125-20.0% |
| Admin fee / account holder | $3,445 | $8,173-57.8% | $12,815-73.1% | $5,651-39.0% |