Filed February 9, 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 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.
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 | $55,282 | $58,208-5.0% | $81,812-32.4% | $80,856-31.6% |
| Participation rate | 96.4% | 63.4%+32.9pp | 72.3%+24.0pp | 67.6%+28.7pp |
| Annual return | 11.23% | 41.66%-30.4pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,602 | $3,281+70.7% | $4,319+29.7% | $4,296+30.4% |
| Admin fee / account holder | $3,034 | $4,981-39.1% | $7,386-58.9% | $6,918-56.1% |