Filed April 30, 2026 (most recent of 2 filings on file)
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 | $46,007 | $78,672-41.5% | $109,143-57.8% | $85,850-46.4% |
| Participation rate | 84.4% | 68.3%+16.1pp | 75.9%+8.5pp | 69.3%+15.1pp |
| Annual return | 19.67% | 25.09%-5.4pp | 25.75%-6.1pp | 318.53%-298.9pp |
| Employer contribution / active EE | $3,616 | $2,735+32.2% | $3,722-2.8% | $2,565+41.0% |
| Participant deferral / active EE | $7,361 | $3,467+112.3% | $4,653+58.2% | $3,952+86.3% |
| Admin fee / account holder | $1,922 | $5,469-64.9% | $6,752-71.5% | $6,260-69.3% |