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 | $51,754 | $138,347-62.6% | $184,203-71.9% | $80,856-36.0% |
| Participation rate | 98.2% | 83.9%+14.4pp | 86.8%+11.4pp | 67.6%+30.6pp |
| Annual return | 11.72% | 20.02%-8.3pp | 28.81%-17.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,293 | $4,850-73.3% | $6,427-79.9% | $2,755-53.1% |
| Participant deferral / active EE | $3,763 | $7,071-46.8% | $9,131-58.8% | $4,296-12.4% |
| Admin fee / account holder | $2,432 | $10,483-76.8% | $13,901-82.5% | $6,918-64.8% |