Filed August 5, 2026 (most recent of 4 filings on file)
Total covered: 6 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,867 | $148,978-63.8% | $200,582-73.1% | $84,808-36.5% |
| Participation rate | 93.3% | 84.2%+9.1pp | 86.9%+6.4pp | 68.3%+25.0pp |
| Annual return | 17.27% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,276 | $4,815-32.0% | $6,419-49.0% | $2,631+24.5% |
| Participant deferral / active EE | $5,569 | $7,142-22.0% | $9,331-40.3% | $4,212+32.2% |
| Admin fee / account holder | $7,528 | $13,977-46.1% | $16,305-53.8% | $7,344+2.5% |