Filed March 20, 2026
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,703 | $54,705+45.7% | $71,209+11.9% | $84,808-6.0% |
| Participation rate | 85.2% | 64.1%+21.1pp | 73.8%+11.4pp | 68.3%+16.9pp |
| Annual return | 52.26% | 35.90%+16.4pp | 282.51%-230.3pp | 40.90%+11.4pp |
| Employer contribution / active EE | $907 | $2,158-58.0% | $2,721-66.7% | $2,631-65.5% |
| Participant deferral / active EE | $3,608 | $3,030+19.0% | $4,175-13.6% | $4,212-14.3% |
| Admin fee / account holder | $4,286 | $4,863-11.9% | $5,349-19.9% | $7,344-41.6% |