Filed June 8, 2026 (most recent of 2 filings on file)
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 9-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,044 | $104,475-35.8% | $159,436-57.9% | $79,386-15.5% |
| Participation rate | 97.4% | 76.6%+20.8pp | 82.8%+14.6pp | 70.7%+26.7pp |
| Annual return | 27.71% | 67.95%-40.2pp | 263.57%-235.9pp | 116.85%-89.1pp |
| Employer contribution / active EE | $4,579 | $3,417+34.0% | $4,829-5.2% | $2,427+88.6% |
| Participant deferral / active EE | $14,991 | $6,467+131.8% | $7,352+103.9% | $4,046+270.6% |
| Admin fee / account holder | $6,381 | $711+797.2% | $10,799-40.9% | $626+918.6% |