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 | $77,667 | $73,933+5.1% | $96,683-19.7% | $75,163+3.3% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 23.09% | 26.70%-3.6pp | 35.69%-12.6pp | 160.62%-137.5pp |
| Employer contribution / active EE | $5,245 | $2,928+79.2% | $3,737+40.4% | $2,670+96.5% |
| Participant deferral / active EE | $12,360 | $3,659+237.8% | $4,878+153.4% | $4,125+199.6% |
| Admin fee / account holder | $579 | $5,216-88.9% | $6,730-91.4% | $5,651-89.8% |