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 | $171,350 | $94,625+81.1% | $116,228+47.4% | $84,808+102.0% |
| Participation rate | 56.1% | 70.4%-14.4pp | 74.6%-18.5pp | 68.3%-12.3pp |
| Annual return | 14.98% | 20.40%-5.4pp | 90.06%-75.1pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,202 | $2,347-48.8% | $2,994-59.9% | $2,631-54.3% |
| Participant deferral / active EE | $6,126 | $3,972+54.2% | $4,953+23.7% | $4,212+45.5% |
| Admin fee / account holder | $31,378 | $10,091+210.9% | $11,989+161.7% | $7,344+327.3% |