Filed August 25, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,404 | $148,978-78.2% | $200,582-83.8% | $84,808-61.8% |
| Participation rate | 91.7% | 84.2%+7.4pp | 86.9%+4.8pp | 68.3%+23.4pp |
| Annual return | 39.97% | 28.16%+11.8pp | 42.33%-2.4pp | 40.90%-0.9pp |
| Employer contribution / active EE | $2,520 | $4,815-47.7% | $6,419-60.7% | $2,631-4.2% |
| Participant deferral / active EE | $2,327 | $7,142-67.4% | $9,331-75.1% | $4,212-44.7% |
| Admin fee / account holder | $471 | $13,977-96.6% | $16,305-97.1% | $7,344-93.6% |