Filed February 18, 2026
Total covered: 5 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,737 | $87,733+85.5% | $106,548+52.7% | $85,850+89.6% |
| Participation rate | 51.0% | 71.9%-21.0pp | 76.1%-25.1pp | 69.3%-18.3pp |
| Annual return | 15.85% | 21.86%-6.0pp | 26.80%-10.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $884 | $2,073-57.3% | $2,819-68.6% | $2,565-65.5% |
| Participant deferral / active EE | $5,269 | $3,469+51.9% | $4,398+19.8% | $3,952+33.3% |
| Admin fee / account holder | $4,392 | $6,767-35.1% | $7,407-40.7% | $6,260-29.8% |