Filed September 23, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,426 | $55,002+78.9% | $59,878+64.4% | $56,287+74.9% |
| Participation rate | 88.7% | 75.9%+12.8pp | 74.7%+14.0pp | 69.9%+18.9pp |
| Annual return | -2.00% | 1.13%-3.1pp | 3.46%-5.5pp | -9.96%+8.0pp |
| Employer contribution / active EE | $2,853 | $2,448+16.6% | $2,722+4.8% | $2,111+35.2% |
| Participant deferral / active EE | $3,744 | $3,121+20.0% | $3,402+10.1% | $3,350+11.8% |
| Admin fee / account holder | $6 | $236-97.7% | $3,590-99.8% | $521-98.9% |