Filed March 10, 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 3-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 | $36,576 | $94,625-61.3% | $116,228-68.5% | $84,808-56.9% |
| Participation rate | 85.0% | 70.4%+14.6pp | 74.6%+10.4pp | 68.3%+16.7pp |
| Annual return | 21.82% | 20.40%+1.4pp | 90.06%-68.2pp | 40.90%-19.1pp |
| Employer contribution / active EE | $3,492 | $2,347+48.8% | $2,994+16.6% | $2,631+32.7% |
| Participant deferral / active EE | $7,492 | $3,972+88.6% | $4,953+51.3% | $4,212+77.9% |
| Admin fee / account holder | $1,120 | $10,091-88.9% | $11,989-90.7% | $7,344-84.8% |