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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,185 | $209,832-82.8% | $189,513-80.9% | $167,490-78.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.51% | 748.27%-737.8pp | 555.15%-544.6pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,533 | $6,914-63.4% | $6,162-58.9% | $4,837-47.6% |
| Participant deferral / active EE | $2,820 | $8,935-68.4% | $8,221-65.7% | $6,341-55.5% |
| Admin fee / account holder | $1,604 | $14,293-88.8% | $12,045-86.7% | $12,309-87.0% |