Filed April 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 5-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.
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 | $66,174 | $76,670-13.7% | $96,683-31.6% | $71,457-7.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 28.21% | 48.29%-20.1pp | 35.69%-7.5pp | 28.85%-0.6pp |
| Employer contribution / active EE | $4,359 | $3,031+43.8% | $3,737+16.6% | $2,588+68.4% |
| Participant deferral / active EE | $9,153 | $3,771+142.7% | $4,878+87.6% | $4,289+113.4% |
| Admin fee / account holder | $1,384 | $2,028-31.8% | $6,730-79.4% | $1,587-12.8% |