Filed June 2, 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 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.)
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 | $64,070 | $111,724-42.7% | $93,606-31.6% | $145,922-56.1% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 13.14% | 202.98%-189.8pp | 133.20%-120.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,281 | $3,090+6.2% | $2,420+35.6% | $4,660-29.6% |
| Participant deferral / active EE | $7,587 | $4,912+54.5% | $4,411+72.0% | $6,688+13.4% |
| Admin fee / account holder | $448 | $10,250-95.6% | $8,285-94.6% | $13,397-96.7% |