Filed September 22, 2026
Total covered: 8 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 | $21,326 | $49,177-56.6% | $79,464-73.2% | $64,186-66.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.40% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,870 | $2,076+38.2% | $2,800+2.5% | $2,381+20.5% |
| Participant deferral / active EE | $2,412 | $2,821-14.5% | $3,704-34.9% | $3,470-30.5% |
| Admin fee / account holder | $2,418 | $3,839-37.0% | $5,113-52.7% | $4,888-50.5% |