Filed February 9, 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 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,676 | $89,355-43.3% | $141,162-64.1% | $72,985-30.6% |
| Participation rate | 74.6% | 75.1%-0.5pp | 82.5%-7.9pp | 69.5%+5.1pp |
| Annual return | 28.49% | 111.85%-83.4pp | 71.39%-42.9pp | 81.00%-52.5pp |
| Employer contribution / active EE | $3,722 | $3,114+19.5% | $4,735-21.4% | $2,440+52.5% |
| Participant deferral / active EE | $8,078 | $5,418+49.1% | $6,709+20.4% | $3,607+123.9% |
| Admin fee / account holder | $458 | $5,958-92.3% | $10,261-95.5% | $5,124-91.1% |