Filed March 30, 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 4-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.
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 | $71,478 | $159,901-55.3% | $146,958-51.4% | $145,922-51.0% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.3pp |
| Annual return | 17.20% | 98.13%-80.9pp | 418.34%-401.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,729 | $5,286-67.3% | $4,933-64.9% | $4,660-62.9% |
| Participant deferral / active EE | $3,479 | $8,428-58.7% | $8,070-56.9% | $6,688-48.0% |
| Admin fee / account holder | $483 | $15,044-96.8% | $12,998-96.3% | $13,397-96.4% |