Filed August 4, 2026 (most recent of 3 filings on file)
Total covered: 10 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 7-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.)
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 | $32,238 | $109,413-70.5% | $156,263-79.4% | $84,808-62.0% |
| Participation rate | 80.3% | 72.7%+7.6pp | 78.9%+1.4pp | 68.3%+12.0pp |
| Annual return | 20.01% | 20.18%-0.2pp | 59.47%-39.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,891 | $2,907-34.9% | $4,333-56.3% | $2,631-28.1% |
| Participant deferral / active EE | $4,542 | $4,590-1.0% | $6,158-26.2% | $4,212+7.9% |
| Admin fee / account holder | $3,176 | $9,357-66.1% | $14,255-77.7% | $7,344-56.8% |