Filed March 23, 2026
Total covered: 2 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 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $65,113 | $64,480+1.0% | $81,382-20.0% | $80,856-19.5% |
| Participation rate | 57.8% | 63.9%-6.1pp | 69.5%-11.7pp | 67.6%-9.9pp |
| Annual return | 13.10% | 16.34%-3.2pp | 24.73%-11.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,277 | $1,978-35.5% | $2,463-48.2% | $2,755-53.7% |
| Participant deferral / active EE | $4,582 | $3,094+48.1% | $3,883+18.0% | $4,296+6.7% |
| Admin fee / account holder | $117 | $5,671-97.9% | $5,768-98.0% | $6,918-98.3% |