Filed January 12, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,787 | $160,055-87.6% | $140,016-85.9% | $135,375-85.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -31.56% | 911.38%-942.9pp | 651.12%-682.7pp | 519.73%-551.3pp |
| Employer contribution / active EE | $9,924 | $6,420+54.6% | $5,606+77.0% | $4,779+107.7% |
| Participant deferral / active EE | $6,311 | $7,642-17.4% | $6,927-8.9% | $5,609+12.5% |
| Admin fee / account holder | $62 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |